SG
SG

Steven Gundersen

19 Years of Experience
Tempe, AZ

Steven Gundersen is a registered investment advisor at Mette Associates, LLC, based in Tempe, AZ, with 19 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients with $63M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
16 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$62.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

60 E Rio Salado Parkway, #900, Tempe, AZ, 85281

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Steven owns Tallsalt Advisors LLC, providing financial advice to Native American tribes, dedicating about two-thirds of his time to it. He also holds ownership and management roles in NPower Link LLC and Tosidoh LLC, both developers of renewable energy projects, dedicating a few hours per week to each.

Employment History
Current Registrations
Mette Associates, LLC
January 2007 - Present · 19 yrs 4 mos
Previous Registrations
Tallsalt Asset Management, LLC
February 2007 - February 2010 · 3 yrs
State Registrations1 state
AZ
Advisor

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.

Exams
No exam information available for this advisor.
Steven Gundersen - Financial Advisor | TrueAdvisor