Steven Wise
Steven Wise is a registered investment advisor at Beacon Associates Wealth Management, LLC, based in Maumee, OH, 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, Retirement Planning. Their firm serves 203 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beacon Associates uses a third-party manager to manage investments. The fee for this service is a percentage of the value of your portfolio and is negotiable, ranging from 0.10% to 2.00% per year. These fees are typically paid monthly or quarterly. You are responsible for third-party fees such as custodian fees and mutual fund fees.
Location
1755 Indianwood Circle,, Suite 200, Maumee, OH, 43537
Get directionsHistory
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 the President of Beacon Associates Insurance Agency, LLC, selling life insurance, annuities, and health insurance, taking about half of his time. He is also a managing member of two real estate companies and a chapter director for American Financial Education Alliance.
Employment History
Current Registrations
Beacon Associates Wealth Management, LLC
Previous Registrations
Simplicity Wealth
Virtue Capital Management, LLC
Redhawk Wealth Advisors, INC.
State Registrations3 states
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.