Steven Wikstrom is a registered investment advisor at Everspire, based in Midvale, UT, with 3 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 803 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $250.0M | 0.20% |
| $250.0M - $1000.0M | 0.10% |
| $1000M+ | 0.02% |
Fees are calculated based on the average daily balance and deducted monthly in arrears. Household assets are aggregated to determine the fee tier.
Fee Estimator
Location
6900 S 900 E Suite 200, Midvale, UT, 84047
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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 →Other Business Activities
Steven is involved with SLMA Properties LLC, a holding company, but dedicates minimal time to it. He also refers business to TomiPlan, a financial planning company, spending a few hours per week and receiving referral fees.
Employment History
Current Registrations
Everspire
Mhl InvestmentsBroker
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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