Steven Kaestner
Steven Kaestner is a CFP-designated registered investment advisor at Saxony Capital Management, LLC, based in Saint Louis, MO, with 29 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, Investment Management, Retirement Planning. Their firm serves 762 clients with $370M 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 | 2.20% |
| $500K - $1.0M | 1.90% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees/Commissions are negotiable with each Advisory Client. The SCM annual platform fee is 0.2% and is included in the above fee schedule.
Fee Estimator
Location
11152 S Towne Square, Saint Louis, MO, 63123
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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 Ironhorse Wealth Management and Ironhorse Investments & Estate Planning as DBAs for his investment business. He also owns Steven D Kaestner P.C., providing legal and accounting services (about a quarter of his time), and is an insurance business owner, dedicating a few hours per week to insurance and related products.
Employment History
Current Registrations
Saxony Capital Management, LLC
Saxony Securities, INC.Broker
Previous Registrations
Saxony Capital Management, LLC
Plan Group Financial, INC.
Plan Group Financial, INC.
Plan Group Financial, INC.
Smart Money Group, LLC
Calton & Associates, INC.Broker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Royal Alliance Associates, INC.Broker
Securities Service Network, INC.Broker
Capital Securities of America, INC.Broker
State Registrations18 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.