Steve Persons
Steve Persons is a registered investment advisor at Cbs Funding, INC., based in Broadview Heights, OH, with 24 years of industry experience. Steve operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 49 clients with $68M 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 $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
10155 Broadview Road, Suite 6, Broadview Heights, OH, 44147-3296
Get directionsHistory
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
Steve is an insurance agent selling life, disability, and annuities, dedicating minimal time to this activity. He also spends nearly all of his time working at Creative Benefit Strategies, Inc. providing actuarial, administration, and consulting services for qualified retirement plans since 1995.
Employment History
Current Registrations
Cbs Funding, INC.
Previous Registrations
Beacon Capital Management, INC.
Signature Investments, INC.
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.