Anthony Steffan
Anthony Steffan is a CFP-designated registered investment advisor at Hs Wealth Partners, based in Nashville, TN, with 30 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 285 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HS Wealth Partners charges a percentage of your portfolio annually for wealth management services. The exact percentage depends on the complexity of your situation, the amount you invest, and your overall relationship with HS Wealth Partners, but it can be up to 1.75% per year. This fee includes custodial costs and transaction fees. Fees may be negotiable. The amount you pay will take into consideration the total amount you have invested with HS Wealth Partners.
Location
25 Music Square East, Suite 200, Nashville, TN, 37203
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony is a licensed insurance agent, selling insurance and implementing insurance recommendations. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Hs Wealth Partners
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations2 states
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.