Steven Zangmeister
Steven Zangmeister is a ChFC-designated registered investment advisor at Aspire Growth Partners LLC, based in Medina, OH, with 38 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 958 clients with $1.2B 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 | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.65% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
1180 Medina Road, Medina, OH, 44256
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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 an insurance agent selling non-variable insurance since 2007, dedicating minimal time. He also owns Steven Zangmeister Financial Services, LLC and is a partner in 2005 Nautique, LLC, and owns Zangmeister & Harris Wealth Management, where he works as a financial advisor full-time.
Employment History
Current Registrations
Aspire Growth Partners LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Wealth Management Company
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations3 states
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.