Steven Temple
Steven Temple is a registered investment advisor at Lonestar Registered Investment Advisors, PLLC, based in Troy, OH, with 22 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 979 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lonestar Registered Investment Advisors (LRI) works with Gradient Investments, LLC (GI) to manage your investments. The annual fee depends on the portfolio type:
- Strategic, Tactical, Allocation, and Defined Outcome Portfolios: 1.50% of your portfolio (GI receives 1.00%, LRI receives 0.50%)
- Preservation Portfolios: 1.00% of your portfolio (GI receives 0.60%, LRI receives 0.40%)
- Private Wealth Portfolios: 1.50% of your portfolio (GI receives 1.00%, LRI receives 0.50%)
- Client Directed Accounts: $300 flat fee (paid to GI)
A quarterly technology fee of $15 is also charged per account or investment strategy. These fees are negotiable.
Location
21 Robin Hood Lane, Troy, OH, 45373
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2007Other Business ActivitiesSells Insurance
Steven is licensed as an independent insurance agent to sell fixed insurance products through Temple Financial Solutions since 2016. This activity is investment-related.
Employment History
Current Registrations
Lonestar Registered Investment Advisors, PLLC
Pinnacle Investment Advisors, LLC
Previous Registrations
Wellness Investment Advisers LLC
Sws Advisors, INC.
Ameritas Investment CORP
On Investment Management CO
Park Avenue Securities LLC
Ameritas Investment CORP
State Registrations2 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.