Mark Steffen is a registered investment advisor at Sightline Wealth Advisors, LLC, based in Groton, CT, with 23 years of industry experience. Mark 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 290 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sightline Wealth Advisors charges a percentage of the value of your investments on a quarterly basis. The annual fee ranges from 0.4% to 0.95% depending on the complexity of services, the amount of assets managed, and the overall relationship. Fees may be negotiable. There is a $2,500 minimum annual fee.
Location
495 Gold Star Highway, Suite 100, Groton, CT, 06340
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mark owns commercial real estate in Groton, CT and Guanacaste CR. He is also a member of PS Development LLC, owning the business condo for his practice, and Pellish and Steffen LLC, used for the group practice's expense account, dedicating minimal time to each.
Employment History
Current Registrations
Sightline Wealth Advisors, LLC
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations1 state
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