Steffens Financial Corp offers personalized financial planning, asset management, and wealth consulting services to individuals, high-net-worth clients, businesses, and retirement plans. The firm builds customized investment portfolios and provides ongoing portfolio monitoring and supervision, often utilizing third-party managers and specialized programs through Commonwealth Financial Network. Services cover retirement planning, tax strategies, estate planning analysis, and cash flow management.
Assets Under Management$160M
Clients229
Advisors3
Avg. per Client$710K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum asset management fee is 1.50%. Additional program or platform fees and transaction charges may apply depending on the selected program.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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