Steven Tai is a registered investment advisor at Sct Wealth Management, LLC, based in Scottsdale, AZ, with 12 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $11M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
10 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$11.3M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Scottsdale, AZ
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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 →Employment History
Current Registrations
Sct Wealth Management, LLC
October 2017 - Present · 8 yrs 7 mos
Previous Registrations
Lexington Avenue Capital Management, LLC
October 2013 - January 2018 · 4 yrs 3 mos
State Registrations1 state
AZ
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.