Steven Post is a registered investment advisor at Pathway Financial Advisers, LLC, based in Auburn, IN, 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 766 clients with $440M 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 $500K | 0.80% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.40% |
| $2M+ | 0.20% |
Fees may be negotiable. At account inception or large infusion of capital: Hourly Fee $150 for due diligence, portfolio design/implementation, account setup, and managing transfers.
Fee Estimator
Location
4571 County Road 35, Auburn, IN, 46706
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 Activities
Steven is a tax professional at Post and Miller, Inc. since 1974, dedicating about half his time to accounting and tax return preparation. Steven also owns a portion of Financial Building, LLC DBA Covenant Properties and manages the real estate, and he is the owner of Steven E. Post, LLC, performing trust services.
Employment History
Current Registrations
Pathway Financial Advisers, LLC
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.