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Steven Mayer

Mpwm Advisory Solutions LLC
26 Years of Experience
Alpharetta, GA
2 DisclosuresBroker
View SEC Summary
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Steven Mayer is a registered investment advisor at Mpwm Advisory Solutions LLC, based in Alpharetta, GA, with 26 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 589 clients with $330M in assets under management.

Mpwm Advisory Solutions LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
589 clients
Average Client Portfolio
$555K average
Assets Under Management
$326.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Investment advisory fees range up to 2.25% annually based on factors such as service complexity, asset level, and overall relationship. Fees are negotiable at the advisor's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8000 Avalon Blvd, Suite 100, Alpharetta, GA, 30009

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2024
Denied
Customer Dispute
March 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
November 2019 - Present · 6 yrs 11 mos
LPL Financial LLC
December 2010 - Present · 15 yrs 10 mos
LPL Financial LLCBroker
December 2010 - Present · 15 yrs 10 mos
Previous Registrations
LPL Financial LLC
December 2010 - September 2016 · 5 yrs 9 mos
Chase Investment Services CORP.
June 2004 - December 2010 · 6 yrs 6 mos
Chase Investment Services CORP.Broker
March 2004 - December 2010 · 6 yrs 9 mos
American Express Financial Advisors INC.Broker
November 2001 - March 2004 · 2 yrs 4 mos
Ids Life Insurance CompanyBroker
November 2001 - March 2004 · 2 yrs 4 mos
Brookstreet Securities CorporationBroker
March 2000 - October 2001 · 1 yr 7 mos
State Registrations46 states
ALARAZCACOCTDCDEFLGAHIIAILINKYLAMAMDMEMIMNMOMTNCNDNHNJNMNVNYOHOKORPAPRRISCSDTNTXVAVTWAWIWVWY
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.
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