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Steven Radonich

20 Years of Experience
Phoenix, AZ
1 Disclosure

Steven Radonich is a registered investment advisor at Independent Financial Partners, based in Phoenix, AZ, 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 High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
320 advisors
Number of Clients
45,782 clients
Average Client Portfolio
$274K average
Assets Under Management
$12.5B

Fee Structure

Minimum Investment:$20M
Investment management only (planning not offered)

IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.

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Location

2415 E Camelback Rd., Suite 700, Phoenix, AZ, 85016

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History

Regulatory History (1)
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Customer Dispute
June 2008
Settled
Employment History
Current Registrations
Independent Financial Partners
November 2018 - Present · 7 yrs 6 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.