Steven Cliadakis
Steven Cliadakis is a CFP-designated registered investment advisor at Altum Wealth Advisors, based in Chico, 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 Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 237 clients with $120M 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fee Estimator
Location
1074 E. Ave. Suite T1, Chico, CA, 95926
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 a curriculum committee member and volunteer instructor at Osher Lifelong Learning Institute, and a partner at Bay Cliadakis & Associates and Altum Wealth Advisors. He also leases office space, volunteers as a CFP, and offers fixed insurance to clients, dedicating minimal time to these last two activities.
Employment History
Current Registrations
Altum Wealth Advisors
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
State Registrations2 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.