Steven Schetrom
Steven Schetrom is a registered investment advisor at Legacy Financial, based in Front Royal, VA, with 17 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 50 clients with $2.9M 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 | Included |
The annual negotiable fee ranges from 0.5% to 2%, depending on the size and complexity of a client's account.
Fee Estimator
Location
Front Royal, VA
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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 co-owns Battle of Cedar Creek Campground, a recreational real estate business, with his wife who handles all operations. Steven also owns Legacy Financial and receives compensation from insurance sales through Crump Life Insurance Company, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Legacy Financial
Previous Registrations
Legacy Financial
Harbor Financial Services, LLC
Edward Jones
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.