SB
SB

Steven Brown

5 Years of Experience
Brighton, MI
Sells Insurance

Steven Brown is a registered investment advisor at Precision Vector Financial, based in Brighton, MI, with 5 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, Retirement Planning. Their firm serves 7 clients with $640K in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
7 clients
Average Client Portfolio
$91K average
Assets Under Management
$639K

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.90%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Brighton, MI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Steven works as a full-time air traffic controller since 2009. He is also an independent insurance agent since 2021, dedicating a few hours per week to offering insurance products.

Employment History
Current Registrations
Precision Vector Financial
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Pinnacle Wealth Management, INC.
September 2020 - April 2022 · 1 yr 7 mos
State Registrations3 states
MIOHTX
Advisor

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
No exam information available for this advisor.