Steven Mcneilly
Steven Mcneilly is a CFP, ChFC-designated registered investment advisor at Stark Wealth Management LLC, based in New York, NY, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 472 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.55% |
| $2.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.30% |
Fee schedule is for accounts on the SEI platform. The platform fee is variable and dependent on the selected strategy. The annual fee schedule for Capital Bank & Trust (American Funds) is 1.75% and AssetMark Trust is 2.00%, which includes both Stark Wealth Management’s fee and the third party’s fee. If Stark Wealth Management uses SyntheticFi, they charge 0.50% of the loan amount annually. SWM, in its discretion, may charge a lesser or higher investment advisory fee, charge a flat fee, waive applicable minimum asset or minimum fee levels, waive its fee entirely, or charge fee on a different interval.
Fee Estimator
Location
New York, NY
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Regulatory History (1)
Customer Dispute
July 2024Other Business ActivitiesSells Insurance
Steven is involved in several outside business activities, including coaching for the Montclair Board of Ed, acting as an independent associate for Viridian, Inc., and owning 52 Carney, LLC. He also engages in insurance sales through Impact Wealth Strategies, dedicating about 10% of his time to this activity.
Employment History
Current Registrations
Stark Wealth Management LLC
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
State Registrations3 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.