Steven Lear is a ChFC-designated registered investment advisor at Private Client Services, LLC, based in St. Louis Park, MN, with 45 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
600 Highway 169 South, St. Louis Park, MN, 55426
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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 involved in various business and volunteer activities, including serving as an advisory representative for Affiance Financial, LLC (taking nearly full-time), and CEO of Affiance Financial, Inc. He also dedicates time to promoting financial literacy, serving on boards, and fundraising for various organizations.
Employment History
Current Registrations
Private Client Services, LLC
Private Client Services, LLCBroker
Affiance Financial LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Aam Securities, INC.Broker
Ids Financial Services INC.Broker
Ids Life Insurance CompanyBroker
Ids Marketing CorporationBroker
State Registrations27 states
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