Steven Fuerst is a registered investment advisor at Fuerst Financial Group, INC., based in Chattanooga, TN, with 13 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 325 clients with $100M 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 | 1.50% |
The maximum investment advisory fee is 1.50% annually, but lower rates may be negotiated based on account size, portfolio complexity, or other factors. Employees and related family accounts receive reduced fees.
Fee Estimator
Location
6005 Century Oaks Drive, Suite 700, Chattanooga, TN, 37416
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 →Employment History
Current Registrations
Fuerst Financial Group, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Mutual Securities, INC.Broker
LPL Financial LLCBroker
Fuerst Financial Group, INC.
National Planning CorporationBroker
National Planning CorporationBroker
National Planning CorporationBroker
State Registrations1 state
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
More Advisors
- Kevin FuerstFuerst Financial Group, INC.
- Melissa Cross, CFPUBS Financial Services INC.
- James Graham, CFPM Holdings Securities, INC.
- Suzanne Burrell, CFPCapital Square, LLC
- Tague Goodhue, CFAPantheon Investments
- Kristin Bell, CFASimon Quick Advisors, LLC