Steven Lepage
Steven Lepage is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Blechertown, MA, with 25 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
37 Main St., Blechertown, MA, 01007
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2011Other Business ActivitiesSells Insurance
Steven is an independent insurance agent for various companies through Lepage Insurance & Financial Services Inc. He also owns a building through HMM Nominee Realty Trust and spends minimal time managing it, and works nearly full-time as an advisory representative of a RIA called CIRA.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
MML Investors Services, LLCBroker
State Registrations9 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.