Steven Grogan is a CFP-designated registered investment advisor at Savvy, based in Macomb, MI, 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 4,613 clients with $5B 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 | 1.90% |
Fees are negotiable and typically range between 0.30% and 1.90% per year based on account size and complexity. Net worth-based fees typically range between 0.10% and 0.40%.
Fee Estimator
Location
46851 Garfield Road, Macomb, MI, 48044
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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 owns Atticus Wealth Management, LLC, PCG Properties, LLC, and is co-owner and VP of Sales & Distribution at Datum Point Tool, LLC. He also engages in fixed insurance sales, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Savvy
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Signator Investors, INC.
Signator Investors, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
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
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