Steven Carlson
Steven Carlson is a registered investment advisor at Strong Investment Management, LLC, based in Canton, OH, with 14 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, Divorce Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 384 clients with $96M 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 $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
Fees listed are for equity portfolios. Non-equity portfolios have slightly lower fees: Up to $500,000: 0.90%, $500,001 - $1,000,000: 0.80%, $1,000,001 - $3,000,000: 0.65%, Above $3,000,000: 0.45%. The annual fee may be negotiable.
Fee Estimator
Location
100 30th Street Nw, Suite 100, Canton, OH, 44709
Get directionsHistory
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 ActivitiesSells Insurance
Steven works as an independent insurance agent since 2019. This investment-related activity involves insurance sales and takes a few hours per week.
Employment History
Current Registrations
Strong Investment Management, LLC
Previous Registrations
Next Financial Group, INC.Broker
Next Financial Group, INC.
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Resource Horizons Group LLCBroker
Prosperity Capital Advisors
Valmark Advisers, INC.
Valmark Securities, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
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.