Evan Steinfeld
Evan Steinfeld is a CFP-designated registered investment advisor at Liftpoint Family Wealth Advisors, LLC, based in Venetia, PA, with 7 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 64 clients with $190M 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 $1000K | 1.10% |
| $1000K - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | Included |
Fees are negotiable for amounts over $50,000,000. The firm can also negotiate a fixed annual rate in lieu of the above fee schedule.
Fee Estimator
Location
Venetia, PA
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
Evan operates Starkey Financial Partners and StoneKey Advisors Family Wealth Management as DBAs for his LPL business, dedicating full-time and about a quarter of his time, respectively. He also works for Cambium Medical LLC and NewEdge Advisors, spending minimal time at Cambium and about a quarter of his time at NewEdge providing investment advisory services.
Employment History
Current Registrations
Liftpoint Family Wealth Advisors, LLC
Previous Registrations
Newedge Advisors
LPL Financial LLCBroker
LPL Financial LLC
Morgan Stanley
Morgan StanleyBroker
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.