Steven Campeas is a registered investment advisor at Hcr Wealth Advisors, based in Los Angeles, CA, with 3 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 943 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HCR Wealth Advisors' fee for managing your investments is a percentage of the value of your portfolio, ranging from 0.25% to 2.00% per year. The fee is calculated each quarter, based on the value of your investments at that time. There is a $500,000 minimum investment required for this service, but this may be negotiable. Discounts may be offered to family and friends of HCR employees.
Location
10866 Wilshire Blvd., Suite 1600, Los Angeles, CA, 90024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is the sole owner of SJC Business Management, Inc., which provides tax and business management services. This business is separate from his work at HCR Wealth Advisors.
Employment History
Current Registrations
Hcr Wealth Advisors
Previous Registrations
Hcr Wealth Advisors
Womack Wealth Management, INC.
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.