Steven Kampwerth is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Birmingham, AL, with 26 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
3535 Grandview Parkway, Suite 500, Birmingham, AL, 35243
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
P.J. Robb Variable, LLCBroker
Lion Street Financial, LLCBroker
Investacorp, INC.Broker
NFP Advisor Services, LLCBroker
Ing Financial Partners, INC.Broker
NFP Securities, INC.
NFP Securities, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Farmers Financial Solutions, LLCBroker
Wm Funds Distributor, INC.Broker
Farmers Financial Solutions, LLCBroker
Investors Brokerage Services, INC.Broker
Banc of America Investment Services, INC.Broker
Ba Investment Services, INC.Broker
The Avantus Group, INC.Broker
Nationsbanc Investments, INC.Broker
Natcity Investments, INC.Broker
First of America Brokerage Service, INC.Broker
State Registrations2 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.