Stephen Bierker
Stephen Bierker is a CFA-designated registered investment advisor at Asset One Wealth Management, LLC, based in Bridgeville, PA, with 11 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,173 clients with $980M 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 | 1.75% |
The annual management fee will not exceed 1.75% per annum. Fees may be negotiated based on overall scope of services, anticipated future assets, and account composition.
Fee Estimator
Location
1195 Washington Pike, Suite 100, Bridgeville, PA, 15017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stephen is the managing member of SGBier Enterprises, LLC, providing services to Pittsburgh Financial Planners, Inc. and conducting other business consulting activities since 2023.
Employment History
Current Registrations
Asset One Wealth Management, LLC
Previous Registrations
Pittsburgh Financial Planners, INC.
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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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