Steven Forrest is a registered investment advisor at Voya Financial Advisors, INC., based in Marlton, NJ, 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
Marlton, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is a Company Commander in the NJ Army National Guard, serving in a traditional Guardsman role since 2009. This part-time obligation takes about 10-20% of his time.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Partners, LLCBroker
Voya Financial Advisors, INC.Broker
Voya Financial Partners, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 states
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