Stephen High is a registered investment advisor at Voya Financial Advisors, INC., based in Boston, MA, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.
Location
121 Seaport Boulevard, 11th floor, Boston, MA, 02210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen works as a financial advisor for Boston 128 Companies, dedicating full-time hours to meeting with clients and servicing accounts. This activity is investment-related and occurs at the same location as his branch.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Johnson Brunetti
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Cambridge Investment Research, INC.Broker
Blackrock Investments, LLCBroker
State Registrations53 states
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