Steven Levenson is a registered investment advisor at Western Financial Corporation, based in Eagle, ID, 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 169 clients with $310M 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 | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.30% |
Fees are negotiable at WFC's sole discretion. Some accounts are under different fee schedules honoring prior agreements and/or for CPM clients, aggregated by household to determine the maximum portfolio annual fee. WFC also manages some family/related and friends’ accounts at no charge.
Fee Estimator
Location
Eagle, ID
Get directionsHistory
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 an Enterprise Account Executive at Clearwater Analytics, handling investment accounting and reporting, since April 2024. This activity takes nearly full-time hours.
Employment History
Current Registrations
Western Financial Corporation
Previous Registrations
Western Financial CorporationBroker
State Registrations2 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.