Steven Guipe is a registered investment advisor at Maner Wealth, based in Lansing, MI, with 5 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 492 clients with $300M 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 | 1.50% |
Fees range from 0.15% to 1.5% annually, subject to 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.
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 →Employment History
Current Registrations
Maner Wealth
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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