Stephen Hoover
Stephen Hoover is a registered investment advisor at Wealth Partners Corporation, based in Overland Park, KS, with 25 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Retirement Planning. Their firm serves 175 clients with $21M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Partners Corp (WPC) uses third-party managers to manage client investments. Here's how the fees work:
- Matson Money: WPC receives a portion of the investment advisory fees paid to Matson Money, based on the value of your investments. For example, the first $250,000 is billed at 1.35%, the next $250,001 to $1,000,000 is billed at 1.00%, and the next $1,000,001 to $3,000,000 is billed at .85%, and the rest is billed at .75%.
- AE Wealth Management: WPC also uses AE Wealth Management as a sub-advisor. The total investment management fee can be up to 2.00% annually. AEWM retains up to 0.75%, and WPC retains the rest. For example, the first $100,000 is billed at 2.00%, the next $100,001 to $250,000 is billed at 1.75%, the next $250,001 to $1,000,000 is billed at 1.50%, and the rest is billed at 1.25%.
Location
7300 W 110th, Ste 700, Overland Park, KS, 66210
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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
Stephen serves as a sales agent for various insurance companies through WPC Financial Services, Inc. This Kansas corporation is not owned by Wealth Partners Corporation.
Employment History
Current Registrations
Wealth Partners Corporation
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
Wealth Partners Corporation
Cohen Advisory Services,llc
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.