Stephen Westveer
Stephen Westveer is a registered investment advisor at Dmk Advisor Group, INC., based in Lutz, FL, with 30 years of industry experience. Stephen 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 298 clients with $84M 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 $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $750K | 2.00% |
| $750K - $1.0M | 1.75% |
| $1.0M - $1.3M | 1.50% |
| $1.3M+ | 1.50% |
Fees are negotiable.
Fee Estimator
Location
17961 Hunting Bow Circle, Suite 102, Lutz, FL, 33558
Get directionsHistory
Regulatory History (5)
Judgment / Lien
November 2010Judgment / Lien
October 2008Judgment / Lien
September 2006Judgment / Lien
July 2005Judgment / Lien
November 2004Other Business Activities
Stephen is involved with Westveer Investment Consultants and Integrated System & Design. The filing does not provide enough information to determine the nature or time commitment of these activities.
Employment History
Current Registrations
Dmk Advisor Group, INC.
Dmk Advisor Group, INC.
Dmk Advisor Group, INC.Broker
Previous Registrations
Winebrenner Capital Partners, LLCBroker
Century Securities Associates, INC.Broker
Raymond James & Associates, INC.Broker
Prudential Securities IncorporatedBroker
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.