Steven Hykes is a registered investment advisor at Confluence Financial Partners, based in Mcmurray, PA, with 19 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, Corporate Executives, Education Planning, Estate Planning, and 3 more. Their firm serves 5,044 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Confluence Financial Partners offers investment management services through separately managed accounts and a Compass Service. Fees for separately managed accounts range from 0.20% to 1.50% annually, including financial planning. Managed stock portfolios have an additional 0.25% active management fee. Third-party managers have additional fees ranging from 0.1% to 0.65%. The Compass Service has a 1.00% annual fee. A minimum annual fee of $1,000 applies to new clients if the household fee is less than that amount.
Location
732 E Mcmurray Rd, Mcmurray, PA, 15317
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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
Confluence Financial Partners
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
State Registrations1 state
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