Steven Smit
Steven Smit is a CFP-designated registered investment advisor at Powerhouse Financial Advisors, INC., based in Minden, NV, 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are generally negotiable. Total combined fees charged by Powerhouse Financial Advisors and any third-party money managers will not exceed 3.00% per annum.
Fee Estimator
Location
1674 U.S. Highway 395 North, Suite 208, Minden, NV, 89423
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 investment advisor representative with Parsonex Advisory Services, spending about a quarter of his time there. He also works as an insurance agent, selling insurance products, and solicits tax preparation referrals, dedicating minimal time to each.
Employment History
Current Registrations
Powerhouse Financial Advisors, INC.
Previous Registrations
Parsonex Advisory Services, INC.
Parsonex Advisory Services, INC.
Parsonex Securities, INC.Broker
State Registrations4 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.