Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees generally range from 0.60% to 1.75% per year based on the value of your assets managed by Econ Wealth Management. This fee range is a guide, and fees are negotiable and may be higher or lower based on the account's nature and services provided. Factors affecting fees include account size, asset structure complexity, financial advice, advanced financial planning, and investment management style. The advisory fee is paid quarterly, in advance. Hourly fees are also available at $350-$500 per hour. There will be no refund for any termination.
Areas of Practice
Advisor Information
Office location
4755 Linglestown Road, Suite 204, Harrisburg, PA, 17112
Get directionsRegulatory 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.
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Steven is the president of Econ Properties, LLC, a real estate company, and spends minimal time on it. He also has 75% ownership in D&E Properties, where he has dual office space, and spends minimal time on it.