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Stephen Blahovec

8 Years of Experience
Pittsburgh, PA

Stephen Blahovec is a registered investment advisor at North River Wealth Advisors, based in Pittsburgh, PA, with 8 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 106 clients with $66M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
106 clients
Average Client Portfolio
$621K average
Assets Under Management
$65.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.80%
$5M+0.70%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

SB
Stephen Blahovec

Location

5800 Corporate Drive Suite 300, Pittsburgh, PA, 15237

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
North River Wealth Advisors
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Bny Mellon Securities CorporationBroker
December 2020 - February 2022 · 1 yr 2 mos
Mbsc Securities CorporationBroker
January 2013 - September 2016 · 3 yrs 8 mos
State Registrations2 states
PATX
Advisor

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.

Exams
No exam information available for this advisor.
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Stephen Blahovec
Stephen Blahovec - Financial Advisor | TrueAdvisor