SS
CFP
SS
CFP
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingTax PlanningEstate PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
81 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$167.8M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
404 N. 3rd Street, Suite 107, Wilmington, NC, 28401
Get directionsHistory
Regulatory History
Clean regulatory record
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 ActivitiesSells Insurance
Steven is a lacrosse referee for the NC High School Athletic Association since 2020, dedicating about 10% of his time. He is also an insurance broker for Guardian since 2021, dedicating minimal time.
Employment History
Current Registrations
Counterweight Private Wealth
October 2023 - Present · 2 yrs 5 mos
Previous Registrations
Truclarity Wealth Advisors
March 2022 - October 2023 · 1 yr 7 mos
Park Avenue Securities LLC
May 2021 - March 2022 · 10 mos
Park Avenue Securities LLCBroker
May 2021 - March 2022 · 10 mos
Woodbury Financial Services, INC.
February 2021 - May 2021 · 3 mos
Woodbury Financial Services, INC.Broker
November 2020 - May 2021 · 6 mos
State Registrations1 state
NC
Advisor
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
No exam information available for this advisor.