Steven Walraven is a CFA-designated registered investment advisor at Lilac Wealth, LLC, based in Venice, CA, with 10 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Lilac Wealth does not charge a percentage of your portfolio to manage your investments. Instead, they charge a flat annual fee for comprehensive wealth management services, which includes both financial planning and investment management. The fee is negotiable and varies depending on the complexity of your situation. The firm also offers bill pay and bookkeeping services for a monthly fee.
Location
Venice, CA
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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 →Employment History
Current Registrations
Lilac Wealth, LLC
Previous Registrations
Compound Advisers, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
City National Rochdale
Rim Securities LLCBroker
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.