Steven Kurtz is a registered investment advisor at Peters Wealth Group, based in Westerville, OH, 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 Education Planning, Estate Planning, Insurance Planning, Retirement Planning. Their firm serves 153 clients with $28M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Peters Wealth Group charges for wealth management services using either an asset-based fee, a fixed fee, or an hourly fee. The asset-based fee is a maximum of 1.5% of the value of your investments, charged monthly. The fixed fee is a maximum of $10,000 annually, payable monthly in advance. The hourly fee is a maximum of $500 per hour, payable monthly. These fees are negotiable. If a third-party investment advisor is used, the total fees paid to Peters Wealth Group and the third-party advisor will not exceed 2.0% of the assets managed.
Location
470 Olde Worthington Road, #200, Westerville, OH, 43082
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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
Peters Wealth Group
Previous Registrations
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
State Registrations1 state
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