Steven Mccartin
Steven Mccartin is a CFP, ChFC-designated registered investment advisor at Continuum Advisory, LLC, based in Chester, MD, with 23 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,849 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Continuum Advisory offers investment management services for an annual fee based on the total value of your investments. This fee is structured in tiers, ranging from 0% to 2.95%. The exact fee is negotiable and can vary based on your relationship with the advisor, the size of your portfolio, and the services provided. The fee is calculated based on the combined assets in all related accounts.
Additional fees apply for choosing a third-party asset manager through the Amplify platform, ranging from 0.20% to 1.50%. Continuum Advisory retains a portion of this fee, ranging from 0.00% to 0.20%.
Location
1563 Postal Road, Suite C1, Chester, MD, 21619
Get directionsHistory
Regulatory History (1)
Criminal
October 1984Other Business ActivitiesSells Insurance
Steven is the principal of McCartin Financial Services, LLC, focusing on tax preparation, dedicating a few hours per week. He also works full-time as a financial planner for the same LLC, involved in sales/marketing of securities, investment advisory, and insurance products, and spends minimal time as a broker selling fixed annuities and non-variable insurance.
Employment History
Current Registrations
Continuum Advisory, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.Broker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.Broker
State Registrations7 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.