Steven Gibson is a registered investment advisor at Alpha Innovators LLC, based in Lakewood, CO, with 3 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, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable. UX Wealth also charges a platform fee of 0.12% and a separate account manager fee that ranges from 0% to 0.79%, depending on the manager selected. These fees are in addition to Alpha's fee.
Fee Estimator
Location
Lakewood, CO
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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 is a financial planner and insurance agent through Gibson Capital, dedicating about 10-20% of his time to preparing financial plans and selling insurance products. He also works as a Senior Vice President at Aegis Financial as an annuity wholesaler, spending a few hours per week on this. Finally, Steven owns rental properties managed by a third party, requiring minimal time each month.
Employment History
Current Registrations
Alpha Innovators LLC
Portfolio Medics, LLC
State Registrations8 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.