Todd Stepke is a registered investment advisor at Key Wealth Management, INC., based in Wexford, PA, with 34 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 172 clients with $36M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable for accounts over $3,000,000.
Fee Estimator
Location
9500 Brooktree Road, Suite 102, Wexford, PA, 15090
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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 Activities
Todd has several business activities, including a shell account for tax reporting, tax preparation/accounting/bookkeeping (about 10-20% of his time), and serving as a BD Registered Rep with LPL Financial (full-time). He also provides investment advisory services through Key Wealth Management Inc, dedicating about a quarter of his time.
Employment History
Current Registrations
Key Wealth Management, INC.
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
New England SecuritiesBroker
H.D. Vest Investment Securities, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations15 states
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