Steven Potwin
Steven Potwin is a registered investment advisor at Citizens Securities, INC., based in Claremont, NH, with 18 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 60,545 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.13% |
| $1.0M - $2.0M | 1.08% |
| $2.0M - $5.0M | 1.03% |
| $5M+ | 0.98% |
Schedule reflects fees for the Advisory Connect program. Other managed account programs charge an advisor fee up to 2%, plus platform and manager fees.
Fee Estimator
Location
74 Pleasant St., Ms: Nh425, Claremont, NH, 03743
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2011Other Business Activities
Steven is a member of the Greater Monadnock Collaborative, attending networking events a few hours per week. He is also a Notary Public.
Employment History
Current Registrations
Citizens Securities, INC.Broker
Citizens Securities, INC.
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Citizens Investment Services
Citizens Securities, INC.Broker
Santander Securities LLCBroker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations5 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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