Stephen Witte is a CFP-designated registered investment advisor at Equita Financial Network, INC., based in Byron Center, MI, with 9 years of industry experience. Stephen 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 7 more. Their firm serves 434 clients with $390M 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 $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.5M | 2.00% |
| $1.5M+ | 1.50% |
Fees are negotiable. Total client fees when using a sub-adviser will not exceed 3% of the portfolio.
Fee Estimator
Location
Byron Center, MI
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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
Stephen is a Senior Manager of Compliance at Mission Driven Finance, an impact investing firm, since August 2024. This role takes up a full-time commitment, with a significant portion of the time spent during securities trading hours.
Employment History
Current Registrations
Equita Financial Network, INC.
Previous Registrations
Midwest Capital Advisors, LLC
Formula Folio Investments
Retirement Wealth Advisors, INC.
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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