Steven Weigandt is a registered investment advisor at Perspective Wealth Advisors, based in Loveland, CO, with 11 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 177 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual investment advisory fee is 2.00% depending on size and complexity. Fees are negotiable.
Fee Estimator
Location
1615 Foxtrail Drive, Suite 260, Loveland, CO, 80538
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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 →Other Business Activities
Steven is the 100% owner of WBAR Foxtrail LLC, an investment property, since 2022. He dedicates minimal time to this activity.
Employment History
Current Registrations
Perspective Wealth Advisors
Previous Registrations
Northwestern Mutual Investment Services, 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.
Exams
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