Steven Perlman
Steven Perlman is a registered investment advisor at Wealthcare Advisory Partners LLC, based in West Chester, PA, with 27 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 9,142 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WCAP offers investment management services where fees are based on a percentage of the assets they manage. The specific percentage can be up to 1.85% annually, depending on factors like the types of investments, the size of your account, and any special reporting or restrictions. Fees are generally paid quarterly, in advance. WCAP may offer discounted rates to employees, their families, and very high net worth clients. If WCAP uses independent managers, your overall fees will include WCAP's fee plus the manager's fees. WCAP also offers a wrap fee program where transaction costs are included in the overall advisory fee.
Location
1065 Andrew Drive, West Chester, PA, 19380
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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 operates under the DBA Secure Planning Group, LLC for his LPL business since 2018. He also works with Delval Senior Advisors selling non-variable insurance and dedicates about a quarter of his time to providing investment advisory services through Wealthcare Advisory Partners LLC.
Employment History
Current Registrations
Wealthcare Advisory Partners LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Nylife Securities INC.Broker
Nathan & Lewis Securities, 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.