Steven Mangiameli is a registered investment advisor at Sound Financial Center, based in Sequim, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 175 clients with $73M 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 | 0.75% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above. Fees are negotiable only before an account management agreement is completed.
Fee Estimator
Location
121 West Bell Street, Sequim, WA, 98382
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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 works full-time as an Enrolled Agent/Senior Tax Preparer for SFC Tax Service, doing tax preparation and IRS representation. He works approximately 45 hours a week from February through April, and less than 40 hours per week the rest of the year.
Employment History
Current Registrations
Sound Financial Center
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.