SR
SR
Steven Radonich
16 Years of Experience
Phoenix, AZ
1 Disclosure
Steven Radonich is a registered investment advisor at Independent Financial Partners, based in Phoenix, AZ, with 16 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Real Estate Investing. Their firm serves 54,154 clients with $16B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
317 advisors
Number of Clients
54,154 clients
Average Client Portfolio
$301K average
Assets Under Management
$16.3B
Fee Structure
Minimum Investment:$20M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $30.0M | 1.65% |
| $30.0M - $60.0M | 1.25% |
| $60.0M - $90.0M | 1.10% |
| $90M+ | 1.00% |
Fees apply to the entire average daily assets under advisement when a threshold is met, rather than on a marginal basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2415 E Camelback Rd., Suite 700, Phoenix, AZ, 85016
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2008Settled
Employment History
Current Registrations
Independent Financial Partners
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Wells Fargo Advisors, LLC
September 2011 - February 2016 · 4 yrs 5 mos
Chase Investment Services CORP.
February 2007 - September 2011 · 4 yrs 7 mos
State Registrations1 state
AZ
Advisor
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
No exam information available for this advisor.
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