Steven Early is a CFP-designated registered investment advisor at Clearpoint Wealth Management, based in Colleyville, TX, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 42 clients with $68M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable. Accounts of members of the same household may be aggregated for fee calculation.
Fee Estimator
Location
6110 Colleyville Blvd Ste 106, Colleyville, TX, 76034
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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
Clearpoint Wealth Management
Previous Registrations
Steward Wealth Management
State Registrations1 state
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