Steven Wotovich is a CFA, CFP-designated registered investment advisor at Lighthouse Financial, based in Largo, FL, 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 Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 134 clients with $760M 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 $1.0M | 0.95% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Mutual Funds and Exchange Traded Funds are charged a discounted annual rate of 0.4% and individual bond investments incur a reduced annual fee of 0.20%. There is no charge for cash assets held within an account. Fees are negotiable.
Fee Estimator
Location
1679 Indian Rocks Rd S, Largo, FL, 33774-1026
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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
Steven owns and rents real estate, including a commercial office building and two residential rentals, since 2003. He also serves as president of 1679 Indian Rocks Road LLC, dedicating minimal time to these activities.
Employment History
Current Registrations
Lighthouse Financial
State Registrations1 state
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