Steven Guipe is a registered investment advisor at Maner Wealth, based in Lansing, MI, with 4 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, Retirement Planning, Tax Planning. Their firm serves 706 clients with $250M 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 | Included |
Fees range from 0.15% - 1.5% annually. There is a minimum annual fee of $5,000. Fees are negotiable.
Fee Estimator
Location
2425 E. Grand River Ave. Ste. 1, Lansing, MI, 48912
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Maner Wealth
State Registrations1 state
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