Stephen Shueh is a registered investment advisor at Roundview Capital, LLC, based in Princeton, NJ, with 23 years of industry experience. Stephen 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, Tax Planning. Their firm serves 537 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Roundview Capital charges an annual investment advisory fee based on the value of your portfolio. The fee can be up to 1.50% of the total assets they manage. The exact fee depends on factors like the amount you invest, the complexity of your situation, and the scope of financial consulting services you need. Fees are billed semi-annually.
Location
182 Nassau Street, Suite 201, Princeton, NJ, 08542-7000
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Stephen is a member of the Investment Committee for Grounds for Sculpture, an art institution, helping oversee the endowment. He also serves as a member of the Board of Directors for The Bank of Princeton, attending to Board matters; both activities require minimal time.
Employment History
Current Registrations
Roundview Capital, LLC
Previous Registrations
Alter Asset Management INC
State Registrations2 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.