Steven Wight
Steven Wight is a ChFC-designated registered investment advisor at M Holdings Securities, INC., based in San Rafael, CA, with 13 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, Retirement Planning. Their firm serves 3,621 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.
Location
100 Smith Ranch Road, Suite 340, San Rafael, CA, 94903
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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 principal at TCS Insurance Agency, Inc. since 2018, dedicating nearly full-time hours to ownership duties. He also owns Family Business Advisors, LLC, an insurance company, and Grain Goods, a handmade goods business, while serving on the Member Firm Relations Committee, each requiring minimal time commitments.
Employment History
Current Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations26 states
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