Steven Antunes is a CFP-designated registered investment advisor at Growthfocus Wealth Management LLC, based in Swansea, MA, with 6 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 14 clients with $16M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
Swansea, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven works as a finance manager at Citizens Bank since January 2023. This back-office finance role takes nearly all of Steven's time.
Employment History
Current Registrations
Growthfocus Wealth Management LLC
State Registrations1 state
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