Steven Masel is a registered investment advisor at Wellington Adams Investment Advisory, LLC, based in York, PA, 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 High Net Worth, Investment Management. Their firm serves 328 clients with $68M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.30% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. These fee breaks apply independently should the use of multiple third-party money managers who are on different platforms and handle their own billing directly be used for one client or household.
Fee Estimator
Location
7 Rathton Rd, York, PA, 17403
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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 →Employment History
Current Registrations
Wellington Adams Investment Advisory, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
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.