Steven Mccann
Steven Mccann is a CFP-designated registered investment advisor at Hudson Financial Advisors INC, based in Streetsboro, OH, with 20 years of industry experience. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.60% |
| $1.5M - $5.0M | 0.40% |
| $5M+ | 0.25% |
Fees may be negotiable for SEI Managed Accounts Program. Multiple client affiliated accounts may be aggregated in determining the fees to be charged.
Fee Estimator
Location
10034 Wellman Road, Streetsboro, OH, 44241
Get directionsHistory
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 ActivitiesSells Insurance
Steven is a licensed independent insurance producer, earning commissions from insurance sales.
Employment History
Current Registrations
Hudson Financial Advisors INC
Previous Registrations
Natcity Investments, 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.