Steven Kampschmidt is a CFP-designated registered investment advisor at Freedom Found Financial, based in Towaco, NJ, with 9 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 38 clients with $69M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Freedom Found Financial charges a fixed annual fee for portfolio management and financial planning services, ranging from $6,000 to $12,000. The exact fee depends on the complexity and scope of the plan, your financial situation, and your investment goals. There is also a one-time advance payment of $4,000 for the initial construction of the financial plan, which is waived for clients with over $500,000 managed by Freedom Found Financial. Clients can pay the fee on a monthly basis.
Location
43 Old Ln., Towaco, NJ, 07082
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven works as a financial consultant at CivicSolutions Group, assisting underprivileged youth with ABLE and PASS accounts and offering general educational support to their families. This activity is not investment-related.
Employment History
Current Registrations
Freedom Found Financial
Previous Registrations
Origin Financial
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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