Steven Ballantyne
Steven Ballantyne is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Farmington, UT, 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, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Farmington, UT
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2014Other Business Activities
Steven umpires baseball games for Farmington Parks & Recreation and Utah High School Athletic Assoc (UHSAA). These activities take a few hours per week.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLC
Fidelity Brokerage Services LLCBroker
Previous Registrations
Edward JonesBroker
Edward Jones
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
First Western Advisors
First Western AdvisorsBroker
TD Waterhouse Investor Services, INC.
TD Waterhouse Investor Services, INC.Broker
First Security Capital Markets, INC.Broker
First Security Investor Services, INC.Broker
State Registrations53 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.