Steven Smith is a registered investment advisor at Wealth Advisory Solutions, LLC, based in Zionsville, IN, with 39 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, Investment Management, and 2 more. Their firm serves 660 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cedar Wealth Partners charges up to 2.25% of your portfolio's value annually for investment management. This fee includes both the advisor fee and the investment management fee. The exact fee may be lower, depending on factors like the amount you invest and the complexity of your account. Financial planning is included at no additional cost for investment management clients.
Location
1630 West Oak Street, Zionsville, IN, 46077
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Regulatory History (1)
Customer Dispute
May 1990Other Business Activities
Steven co-owns Livingston Park LLC and Red Hill Properties LLC, both rental property LLCs, and Deer Forest LLC for growing timber, dedicating minimal time to each. He also co-owns SandJ's Toys LLC, a business buying and selling historic cars, and owns Monument Group Wealth LLC, a fee-only RIA, dedicating full-time hours to it.
Employment History
Current Registrations
Wealth Advisory Solutions, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Smith Barney Shearson INC.Broker
Daseke & CO., INC.Broker
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.