Steven Edgren is a CFA-designated registered investment advisor at Sepio Capital, LP, based in Salt Lake City, UT, with 22 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, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 266 clients with $4.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sepio Capital's investment advisory fees typically range from 0.50% to 1.00% of your portfolio's value per year, depending on the size of your account, the complexity of services, and the investment strategies used. Fees are paid monthly, in advance. Some clients may have fixed annual fees or pay quarterly. The fees include financial planning and consulting services, unless you hire Sepio Capital separately for financial planning.
Location
2795 E Cottonwood Parkway, Suite 600, Salt Lake City, UT, 84121
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Regulatory History (1)
Customer Dispute
January 2017Other Business Activities
Steven has an e-commerce account for Amazon that is not investment-related. This takes a few hours per week.
Employment History
Current Registrations
Sepio Capital, LP
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.