Steven Engle is a CFP-designated registered investment advisor at Asbury Capital, based in West Chester, PA, with 2 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, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 7 clients with $2.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Investment Management Services are available for Clients participating in our Ongoing Financial Planning services. For clients with investable assets below $500,000, we charge a recurring fixed fee for Ongoing Financial Planning and a reduced AUM rate for Investment Management of 0.5% annually. Once investable asset levels reach $500,000 for clients in this fee model, the fixed fee for ongoing financial planning is no longer charged, and the investment management fee schedule shifts from 0.5% to the laddered fee schedule under Investment Management Services.
Fee Estimator
Contact
Steven Engle
Location
West Chester, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is a Sr. Account Executive at Skience, dedicating about half his time during trading hours to this activity.
Employment History
Current Registrations
Asbury Capital
State Registrations1 state
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