Steven Sansom is a registered investment advisor at Steel Grove Capital Advisors, LLC, based in Memphis, TN, with 21 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 878 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Steel Grove's wealth management fee is based on the average daily market value of your investments during the prior quarter. The annual fee ranges from 0.10% to 1.00% depending on the scope and complexity of services, the amount you invest, and your overall relationship with Steel Grove. Fees may be negotiable.
Location
5100 Poplar Avenue, Suite 3100, Memphis, TN, 38137
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2001Other Business Activities
Steven is a member of Worthington Capital Management, LLC, managing private funds and offering model investment portfolios. He is and/or controls the general partner of the Funds, dedicating about half of his time to this business.
Employment History
Current Registrations
Steel Grove Capital Advisors, LLC
Previous Registrations
G2 Advisors, LLC
Green Square Capital, 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.