SS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
878 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$1.4B
Fee Structure
Financial Planning:Included in AUM fee
Financial Plan Fee:Up to $100,000
Wealth management fees range from 0.10% to 1.00% annually, based on the scope and complexity of services, level of assets managed, and the overall relationship. Fees are calculated based on the average daily market value of assets under management during the prior calendar quarter. Financial planning services are offered for a fixed engagement fee ranging up to $100,000 per year or per engagement. Fees may be negotiable.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
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Advisor Information
Office location
5100 Poplar Avenue, Suite 3100, Memphis, TN, 38137
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2001Dismissed
Other Business Activities
Steven is a member of Worthington Capital Management, LLC, managing private funds and offering model investment portfolios. He is and/or controls the general partner of the Funds, dedicating about half of his time to this business.
Employment History
Current Registrations
Steel Grove Capital Advisors, LLC
September 2018 - Present · 7 yrs 4 mos
Previous Registrations
G2 Advisors, LLC
January 2005 - May 2006 · 1 yr 4 mos
Green Square Capital, LLC
January 2004 - December 2017 · 13 yrs 11 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.