Stephen Schramm is a CFP, PFS-designated registered investment advisor at Hbks Wealth Advisors, based in Stuart, FL, with 26 years of industry experience. Stephen 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, Investment Management, and 2 more. Their firm serves 7,824 clients with $7.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HBKS Wealth Advisors charges a fee based on a percentage of the assets they manage. The fee is calculated and paid quarterly, typically in advance, based on the market value of the assets. Fees may be negotiable in limited circumstances. Clients may also pay fees to sub-advisors, overlay managers, or third-party service providers.
Location
1000 SE Monterey Commons Blvd., #101, Stuart, FL, 34996
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Stephen owns multiple realty/rental properties through various HBK LLCs, dedicating minimal time to one of them. He also owns HBK Financial Holdings, LLC and HBK Sorce Holdings, LLC, and serves on the board of directors for the House of Hope charitable organization, dedicating a few hours per week.
Employment History
Current Registrations
Hbks Wealth Advisors
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Securities America, INC.Broker
The Schramm Investment Company, L.L.C.
State Registrations5 states
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