Steven Grove is a registered investment advisor at Liberty One Investment Management, based in Libertyville, IL, with 10 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 23 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.65% |
Fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client’s financial circumstances.
Fee Estimator
Location
1509 N. Milwaukee Ave., Libertyville, IL, 60048
Get directionsHistory
Regulatory History (1)
Judgment / Lien
November 2019Other Business Activities
Steven is a salaried employee at 818 Capital Group, LLC, a customer service/payroll company, dedicating full-time hours. He is also a salaried employee at Liberty One Investment Management as an assistant to the president, dedicating nearly full-time hours.
Employment History
Current Registrations
Liberty One Investment Management
Previous Registrations
Brinker Capital Securities, LLCBroker
Orion Portfolio Solutions, LLC
Cls Investments, LLC
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.