Steven Drost is a CFA, CFP-designated registered investment advisor at Drost Financial, based in Ham Lake, MN, with 8 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, High Net Worth, Insurance Planning, and 2 more. Their firm serves 70 clients with $43M 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 | 2.00% |
Fees are negotiable, not to exceed 2%.
Fee Estimator
Location
Ham Lake, MN
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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 is the Co-Founder and CEO of Quivr CRM, LLC, an OEM Partner through the Salesforce Partner Program, since August 2022. He spends about 60 hours a month on customer experience development for the business.
Employment History
Current Registrations
Drost Financial
Previous Registrations
Private Client Services, LLC
Affiance Financial LLC
Private Client Services, LLCBroker
State Registrations3 states
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.