Steven Economopoulos is a CFP, ChFC-designated registered investment advisor at Econ Wealth Management, based in Harrisburg, PA, with 20 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 307 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Econ Wealth Management manages investments for a fee that ranges from 0.60% to 1.75% per year of the value of your portfolio. The exact fee depends on the size of your account, the complexity of your assets, and the services provided. Fees are negotiable.
Location
4755 Linglestown Road, Suite 204, Harrisburg, PA, 17112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is the president of Econ Properties, LLC, a real estate company, and spends minimal time on it. He also has 75% ownership in D&E Properties, where he has dual office space, and spends minimal time on it.
Employment History
Current Registrations
Econ Wealth Management
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
State Registrations2 states
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