Steven Clement is a CFP-designated registered investment advisor at Axxcess Wealth Management, LLC, based in Carlsbad, CA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 8,726 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Axxcess Wealth Management's fees for wealth management and customized portfolio platform services range from 0.15% to 2.00% annually, based on the value of your investments. The firm also offers sleeve manager strategy services with fees ranging from 0.08% to 1.25% annually. Fees are based on the scope and complexity of services, the amount of assets managed, and the overall relationship with the firm. Fees may be negotiable.
Location
6005 Hidden Valley Road, Suite 290, Carlsbad, CA, 92011
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is a Certified Public Accountant (CPA) offering tax preparation, planning, and trustee services, which creates a potential conflict of interest. He is also an Investment Advisor Representative (IAR) of Bridge Advisory, LLC, receiving solicitor advisory fees for investment advisory services.
Employment History
Current Registrations
Axxcess Wealth Management, LLC
Previous Registrations
Bridge Advisory LLC
State Registrations1 state
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