Steven Anderson is a registered investment advisor at Bcd Advisors, based in Akron, OH, with 8 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 448 clients with $52M 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 | 1.25% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fees are negotiable. BCD also recommends Betterment, which charges its own wrap fee ranging from 0.12% to 0.20% of account balances.
Fee Estimator
Location
Akron, OH
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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 ActivitiesSells Insurance
Steven is the President/CEO of The Financial Works USA, LLC, focusing on retirement income planning, fixed annuities, and life insurance sales, occupying his full-time. He also rents out timeshares with his wife as a part-time activity.
Employment History
Current Registrations
Bcd Advisors
Previous Registrations
Virtue Capital Management, LLC
Horter Investment Management, LLC
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.