Steven Nguyen
Steven Nguyen is a registered investment advisor at Hackman Financial Group, based in Cincinnati, OH, with 30 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 439 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hackman Financial Group's investment advisory fee ranges from 0.30% to 1.50% annually, based on the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid quarterly, in advance, based on the market value of assets at the end of the prior quarter. The fee may be negotiable. If an independent manager is used, the total blended fee will not exceed 2.00% annually.
Location
7355 E. Kemper Road, Cincinnati, OH, 45249
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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
Steven is a benefits consultant for Comprehensive Benefits Solution LLC and Hackman Financial Group, focusing on non-variable insurance. He also provides investment advisory services through HFG Advisors, Inc., and dedicates time to umpiring, coaching golf, and guest speaking/coaching.
Employment History
Current Registrations
Hackman Financial Group
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Mutual Service Corporation
Mutual Service CorporationBroker
One Orchard Equities, INC.Broker
The Great-West Life Assurance CompanyBroker
State Registrations6 states
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