Steven Fox-Middleton is a CFP-designated registered investment advisor at Sfm Financial Advisors LLC, based in Vancouver, WA, with 9 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Federal Employees, Financial Planning & Coaching, and 4 more. Their firm serves 7 clients with $5.5M 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 $250K | 0.88% |
| $250K - $1.0M | 0.72% |
| $1.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Planning fees are based on individual service needs and can be negotiated. The fees may be less than those stated above.
Fee Estimator
Contact
Steven Fox-Middleton
Location
10000 NE 7th Ave, Ste 330-I, Vancouver, WA, 98685
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 Activities
Steven works as an Investment Adviser Representative for SFM Financial Advisors LLC, providing investment advice and financial planning. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Sfm Financial Advisors LLC
Previous Registrations
Origin Financial
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.
Exams