Steven Aiken
Steven Aiken is a registered investment advisor at Commonwealth Financial Network, based in Moultonborough, NH, with 23 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
32C Whittier Highway, Suite 201C, Moultonborough, NH, 03254
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Regulatory History (1)
Customer Dispute
May 2022Other Business ActivitiesSells Insurance
Steven co-owns rental properties through Bydand Property Management LLC and is a Select Board Member for the Town of Meredith. He also engages in fixed insurance sales and co-owns Aiken Financial Planning, LLC, dedicating nearly all of his time to the latter.
Employment History
Current Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Infinex Investments, INC.Broker
Infinex Investments, INC.
LPL Financial LLC
LPL Financial LLCBroker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Primevest Financial Services, INC.
Bancnorth Investment Group, INC.Broker
Quest Capital Strategies, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations6 states
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.