Steven Jurich
Steven Jurich is a registered investment advisor at Think Wealth Advisory, LLC, based in Scottsdale, AZ, with 16 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.95% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. Prior to February 1, 2022, THINK Wealth Advisory utilized a tiered fee schedule, which will continue to be in effect for existing clients prior to this date: $100,000 - $499,999: 0.95%, $500,000 - $999,999: 0.85%, $1,000,000 +: 0.75%
Fee Estimator
Location
16220 N. Scottsdale Rd., Suite 300, Scottsdale, AZ, 85254
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 is an insurance agent since 1996, dedicating about half his time to offering insurance products. He also hosts a daily radio show on retirement issues, writes for various publications, and owns MyAnnuityGuy.com, a website marketing fixed index annuities.
Employment History
Current Registrations
Think Wealth Advisory, LLC
Previous Registrations
Global Financial Private Capital, LLC
USA Tax & Insurance Services, INC.
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.