Stephen Schramm is a CFP, PFS-designated registered investment advisor at Hbks Wealth Advisors, based in Stuart, FL, with 26 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 7,824 clients with $7.7B 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 | 2.75% |
Fees are based on a percentage of assets under management, varying by factors such as asset type and account size, with a maximum annual fee of 2.75%. Fees may be negotiated in limited circumstances.
Fee Estimator
Location
1000 SE Monterey Commons Blvd., #101, Stuart, FL, 34996
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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 Activities
Stephen owns multiple realty/rental properties through various HBK LLCs, dedicating minimal time to one of them. He also owns HBK Financial Holdings, LLC and HBK Sorce Holdings, LLC, and serves on the board of directors for the House of Hope charitable organization, dedicating a few hours per week.
Employment History
Current Registrations
Hbks Wealth Advisors
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Securities America, INC.Broker
The Schramm Investment Company, L.L.C.
State Registrations5 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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