William Steih
William Steih is a registered investment advisor at Prime Capital Financial, based in Overland Park, KS, with 26 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 19,012 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prime Capital Financial offers asset management services where fees typically range from 1.00% to 1.50% annually, but can range from 0.25% to 2.50% of the assets in your account. Fees are negotiable based on factors like the advisor, client type, complexity, account composition, trading activity, potential deposits, client relationship, and total assets managed. Different advisors may charge different fees for the same services. Clients also pay transaction costs. Some clients may be charged performance-based fees. A minimum investment of $100,000 is required for the Opportunistic Growth Strategy.
Location
6201 College Blvd., Suite #150, Overland Park, KS, 66211
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2012Other Business ActivitiesSells Insurance
William is the board treasurer for Discovery Place Inc, an advisory representative for Prime Capital Investment Advisors LLC, and the owner of a tax business called Stewardship Partners. He also works as an independent insurance agent and sells fixed insurance products, dedicating about 10-20% of his time to these insurance-related activities.
Employment History
Current Registrations
Prime Capital Financial
Previous Registrations
Private Client Services, LLCBroker
Lawing Financial INC
Cambridge Investment Research, INC.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
LPL Financial LLC
LPL Financial LLCBroker
Ftb Advisors, INC.
First Tennessee Brokerage, INC.Broker
Princor Financial Services CorporationBroker
Manequity, 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.