Mr. Steven E. Zeller, CFP®
Compensation is on a fee for service basis for all planning and investment management. However, clients have the flexibility of choosing us for certain types of insurance underwriting that include term life policies and long term care policies. All other insurance products are outsourced to third parties. Any commission generated by our assistance in the underwriting process is disclosed to the client and donated to charity to benefit the community.
Year CFP® Certification Received: 2002
CFP Board Disciplinary History:
Bankruptcy Disclosure in Last 10 Years:
Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Specialties: Business Succession Planning, Charitable Giving, Estate Planning, Investment Management, Retirement Planning, Wealth Management
Typical Client Profile
Average Net Worth: $1,000,001 - $5,000,000
Average Income: $250,001 - $500,000
Average Age: None Provided
Profession: Self-Employed Business Owners
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