Steven Wiggins
Steven Wiggins is a registered investment advisor at Raymond James (USA) LTD, based in Montreal, QC, 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 Investment Management. Their firm serves 4,864 clients with $2B 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 $500K | 2.25% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable with the financial advisor.
Fee Estimator
Location
Bureau 2600, 1000, rue de laGauchetiere Ouest, Montreal, QC, H3B 4W5
Get directionsHistory
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 ActivitiesSells Insurance
Steven is a financial advisor/portfolio manager at Raymond James LTD, dedicating full-time hours to this role. He is also licensed with Raymond James Financial Planning LTD, where he dedicates about 10-20% of his time to life insurance sales.
Employment History
Current Registrations
Raymond James (USA) LTD
State Registrations1 state
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