Steven Mayer
Steven Mayer is a registered investment advisor at Mpwm Advisory Solutions LLC, based in Alpharetta, GA, with 25 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 667 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MPWM Advisory Solutions charges an annual investment advisory fee of up to 2.25% of your portfolio, paid quarterly in advance. The specific fee depends on the complexity of services, the amount you invest, and your overall relationship with MPWM. Fees may be negotiable. If MPWM recommends an independent manager, the total fee you pay, including MPWM's fee and the independent manager's fee, will not exceed 2.60% annually.
Location
8000 Avalon Blvd, Suite 100, Alpharetta, GA, 30009
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2024Customer Dispute
March 2008Other Business Activities
Steven operates under the DBA Mayer Private Wealth Management since 2011. He is also a registered investment advisor with MPWM Advisory Solutions LLC, dedicating full-time hours to activities including financial planning, investment advice, and retirement plan consulting.
Employment History
Current Registrations
Mpwm Advisory Solutions LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Brookstreet Securities CorporationBroker
State Registrations46 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.