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Steve Townsend
26 Years of Experience
Holland, MI
1 DisclosureBroker
Steve Townsend is a registered investment advisor at Charles Schwab & CO., INC., based in Holland, MI, with 26 years of industry experience. Steve operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
12365 James Street, Suite 40, Holland, MI, 49424
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2014Closed-No Action
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
March 2025 - Present · 1 yr 2 mos
Charles Schwab & CO., INC.
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Edward JonesBroker
March 2024 - March 2025 · 1 yr
Edward Jones
March 2024 - March 2025 · 1 yr
Fifth Third Securities, INC.Broker
October 2023 - February 2024 · 4 mos
Fifth Third Securities, INC.
October 2023 - February 2024 · 4 mos
Edward Jones
August 2017 - October 2023 · 6 yrs 2 mos
Edward JonesBroker
August 2017 - October 2023 · 6 yrs 2 mos
Fifth Third Securities, INC.
August 2007 - August 2017 · 10 yrs
Fifth Third Securities, INC.Broker
May 2001 - August 2017 · 16 yrs 3 mos
Old Kent Financial AdvisorsBroker
March 1999 - May 2001 · 2 yrs 2 mos
State Registrations33 states
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AdvisorBrokerBoth
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.