Steven Voorhees
Steven Voorhees is a registered investment advisor at LPL Financial LLC, based in The Villages, FL, with 20 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
3507 Wedgewood Ln, The Villages, FL, 32162
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2018Other Business Activities
Steven operates Momentum Wealth as a DBA for his LPL business, dedicating nearly full-time hours to it. He also spends minimal time as a Notary in Florida and is associated with Caert van Voorhees LLC for tax/investment purposes, dedicating nearly full-time hours to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations23 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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