Stephen Layman
Stephen Layman is a CFP-designated registered investment advisor at Asset Allocation Strategies, LLC, based in Trenton, MI, with 24 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,394 clients with $1B 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 | 2.00% |
The maximum annual fee is 2% of assets under management. Fees are negotiable from client to client.
Fee Estimator
Location
Trenton, MI
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen is the President of Layman Financial LLC, where he sells insurance and annuities, dedicating a few hours per week. He is also an insurance agent at GLP & Associates, selling life insurance and fixed/indexed annuities, which takes about half of his time. Additionally, Stephen is an Investment Advisor Representative (IAR) at Asset Allocation Strategies, LLC, spending about 10-20% of his time soliciting, servicing, and managing advisory accounts.
Employment History
Current Registrations
Asset Allocation Strategies, LLC
Glp Investment Services, LLCBroker
Glp Investment Services, LLC
State Registrations12 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.
Exams
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