TrueAdvisor
TrueAdvisor
SP
SP

Steve Persons

Cbs Funding, INC.
24 Years of Experience
Broadview Heights, OH
Sells Insurance
View SEC Summary
View SEC Summary

Steve Persons is a registered investment advisor at Cbs Funding, INC., based in Broadview Heights, OH, with 24 years of industry experience. Steve 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, Insurance Planning, and 3 more. Their firm serves 52 clients with $71M in assets under management.

Cbs Funding, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
52 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$70.5M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.50%
$100K - $1.0M1.25%
$1.0M - $2.5M1.00%
$2.5M - $5.0M0.75%
$5M+0.50%

Fees are negotiable. Accounts within the same household may be combined for a reduced fee. Subject to minimum annual fees ranging from $1,000 to $37,500 depending on account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10155 Broadview Road, Suite 6, Broadview Heights, OH, 44147-3296

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Steve is an insurance agent selling life, disability, and annuities, dedicating minimal time to this activity. He also spends nearly all of his time working at Creative Benefit Strategies, Inc. providing actuarial, administration, and consulting services for qualified retirement plans since 1995.

Employment History
Current Registrations
Cbs Funding, INC.
September 2011 - Present · 15 yrs 1 mo
Previous Registrations
Beacon Capital Management, INC.
January 2003 - September 2011 · 8 yrs 8 mos
Signature Investments, INC.
January 2002 - August 2003 · 1 yr 7 mos
State Registrations3 states
MIOHTX
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.
More Advisors
More financial advisors in Broadview Heights, OH →All financial advisors in Ohio →