Stephen Hecker is a registered investment advisor at Bcd Advisors, based in Springboro, OH, with 21 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 448 clients with $52M 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 $500K | 1.25% |
| $500K - $1.0M | 1.05% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.50% |
Fees are negotiable. BCD also recommends Betterment, which charges its own wrap fee ranging from 0.12% to 0.20% of account balances.
Fee Estimator
Location
Springboro, OH
Get directionsHistory
Regulatory History (3)
Regulatory
May 2021Regulatory
July 2020Criminal
February 2002Other Business ActivitiesSells Insurance
Stephen is the President/Owner of Armor Financial Management, LLC, which is used for life, disability, and long-term care insurance sales, dedicating about a quarter of his time. He also markets for MIG Living, a health and beauty product company, spending minimal time on this activity.
Employment History
Current Registrations
Bcd Advisors
Previous Registrations
SA Stone Investment Advisors INC.
SA Stone Wealth Management INC.Broker
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.
Wrp Investments, INC.Broker
Ws Griffith Securities, INC.Broker
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.