Steven Grove
Steven Grove is a registered investment advisor at Liberty One Investment Management, based in Omaha, NE, 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 High Net Worth, Investment Management. Their firm serves 10 clients with $1.1B 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 | 0.65% |
Fees are negotiable based on assets under management, complexity of client goals, and level of services rendered.
Fee Estimator
Location
Omaha, NE
Get directionsHistory
Regulatory History (1)
Judgment / Lien
November 2019Other Business Activities
Steven is a salaried employee at 818 Capital Group, LLC, a customer service/payroll company, dedicating full-time hours. He is also a salaried employee at Liberty One Investment Management as an assistant to the president, dedicating nearly full-time hours.
Employment History
Current Registrations
Liberty One Investment Management
Previous Registrations
Brinker Capital Securities, LLCBroker
Orion Portfolio Solutions, LLC
Cls Investments, LLC
State Registrations1 state
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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