Steven Pierce is a registered investment advisor at Pierce Financial LLC, based in Ann Arbor, MI, 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 Investment Management. Their firm serves 6 clients with $2M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
3345 Beaumont Rd, Ann Arbor, MI, 48105-9713
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2016Other Business Activities
Steven is an investment adviser representative with another firm and a volunteer board member of the Ann Arbor Symphony Orchestra. He may offer clients advice or products from these activities, which could present a conflict of interest.
Employment History
Current Registrations
Pierce Financial LLC
Previous Registrations
C&d Wealth Advisors
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services, INC.Broker
Mcdonald Investments INC.
Mcdonald Investments INC.Broker
Key Investments INC.Broker
Lebenthal & CO., INC.Broker
W.J. Nolan & Company, INC.Broker
State Registrations1 state
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.