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 Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 6 more. Their firm serves 295 clients with $5.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees typically range from 0.50% to 1.00% annually depending on account size, complexity, reporting requirements, and investment strategies.
Fee Estimator
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.
Exams
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