SB
CFA · CFP
SB
CFA · CFP

Steven Bove

21 Years of Experience
Oldsmar, FL

Steven Bove is a CFA, CFP-designated registered investment advisor at Lebrigh Life Planners, based in Oldsmar, FL, with 21 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$5.8M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$5,000

Lebrigh Life Planners offers portfolio management services. The fee is the greater of $5,000 or 1% of your portfolio.

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Location

Oldsmar, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Lebrigh Life Planners
July 2004 - Present · 21 yrs 10 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Steven Bove - Financial Advisor | TrueAdvisor