Steven Metre
Steven Metre is a registered investment advisor at Quantum Wealth Advisors LLC, based in Winter Garden, FL, with 17 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable based on client type, complexity, and other services provided. There is an additional quarterly fee of $6.25 for the CRM platform ($25 annually).
Fee Estimator
Location
Winter Garden, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2024Other Business ActivitiesSells Insurance
Steven co-owns a home with the intent to renovate and rent or sell it, dedicating a few hours per week. Steven is also a licensed insurance agent and owner of Bakersfield Retirement since 2001.
Employment History
Current Registrations
Quantum Wealth Advisors LLC
Atlas Financial Advisors, INC.
Previous Registrations
Pacific Financial Strategies, INC
Brokersxpress LLC
Capital Financial Services, INC.
State Registrations4 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.