Steven Anderson
Steven Anderson is a registered investment advisor at HUB Investment Partners, LLC, based in Longboat Key, FL, with 25 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 4,317 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
Longboat Key, FL
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2006Customer Dispute
December 2004Customer Dispute
November 2004Other Business Activities
Steven is a Member Manager at Millennium Capital LLC, owning the office condominium used by Millennium Advisory Services, but dedicates no time to it. He is also the sole member of Whitecap Enterprises LLC, where he owns boats and markets marine and fishing products, dedicating minimal time to this endeavor.
Employment History
Current Registrations
HUB Investment Partners, LLC
Previous Registrations
Millennium Advisory Services, INC.
State Registrations4 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.