Steven Mcconnell is a CFP, ChFC-designated registered investment advisor at Rain Dog Financial, based in Bellevue, WA, with 1 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 6 clients with $7.3M 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 | 0.25% |
Annual investment advisory fee of $7,500.00 plus 0.25% based on the total assets under management. The annual fee is negotiable based upon certain criteria. In no case will fees exceed 2.00% of total assets under management.
Fee Estimator
Location
330 112th Ave Ne, Ste 300, Bellevue, WA, 98004
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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.
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Steven owns rental property and is the Founder/Chairman of Construx Software Builders, Inc., dedicating minimal time to each. He is also an author, though no longer actively writing.
Employment History
Current Registrations
Rain Dog Financial
State Registrations1 state
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