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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 286 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Perspective Wealth Advisors charges an annual fee based on the value of your portfolio. The maximum annual fee is 2.00%, depending on the size and complexity of your account. The fee is calculated monthly based on the average daily balance of the account.
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.
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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.