Steven Sicklesteel is a CFP-designated registered investment advisor at Dwp, based in Grosse Pointe Farms, MI, with 15 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, Investment Management, and 2 more. Their firm serves 136 clients with $210M 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 | 1.00% |
Fee may be negotiable depending on individual client circumstances. At DWP's discretion, they may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Contact
Steven Sicklesteel
Location
18720 Mack Avenue, Suite 100, Grosse Pointe Farms, MI, 48236
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
Dwp
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