Steven London is a ChFC-designated registered investment advisor at Compendium Wealth Advisors, LLC, based in Austin, TX, with 20 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 20 clients with $7.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Compendium Wealth Advisors offers an all-inclusive fixed fee for planning and advisory services, which includes ongoing discretionary management of your investments. The annual fee starts at $14,400. The compensation is based on the complexity of your financial situation and the time required to provide ongoing service and advice. Fees may be negotiable.
Location
12600 Hill Country Blvd, Suite R-275, Austin, TX, 78738
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Compendium Wealth Advisors, LLC
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
MML Investors Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Eagle Strategies LLC
Nylife Securities LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.