Steven Mcdonough is a registered investment advisor at Stackstone Wealth, LLC, based in Dubuque, IA, 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 Alternative Investments, Education Planning, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Annual management fee ranges up to 1.95% and can be structured as a flat percentage, flat dollar amount, or tiered fee schedule.
Fee Estimator
Location
6601 Boulder Brook Court, Dubuque, IA, 52003
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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
Steven works as a financial advisor at Balanced Growth Partners. This investment-related activity takes about a quarter of his time.
Employment History
Current Registrations
Stackstone Wealth, LLC
Previous Registrations
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Wealth Enhancement Advisory Services, LLC
Avantax Investment Services, INC.Broker
Avantax Planning Partners, INC.
Proequities, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Rsm US Wealth Management 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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