Steven Eckroth
Steven Eckroth is a registered investment advisor at Gradient Advisors, LLC, based in Chesterbrook, PA, with 22 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. Their firm serves 3,220 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gradient Advisors uses third-party money managers to manage client accounts. The maximum annual fee Gradient Advisors will charge clients is 1.5% of the assets they manage. This fee is negotiable and depends on the money manager selected, the advisor providing services, and the value of the assets in the account. The fee is payable monthly, quarterly, or annually in advance or arrears based on the money manager. The investment management fees charged by the third-party managers are in addition to Gradient Advisors' fee.
Location
851 Duportail Rd, 2nd Floor, Chesterbrook, PA, 19087
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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 is an Investment Advisor Representative and owner of Whispering Brook Capital, dedicating full-time hours to financial planning and advisory & insurance services. He also manages Honey Badger Homes, LLC, a real estate holding company, and works as a licensed real estate agent with Weichert Realtors, dedicating a few hours per week to each.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Wharton Equity CorporationBroker
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.