Advisor at Think Wealth Advisory, LLC
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Firm
Think Wealth Advisory, LLC
Location
Scottsdale, AZ 85254
Credentials
Series 65
Industry experience
16 years
Steven Jurich is a financial advisor with Think Wealth Advisory, LLC in Scottsdale, AZ, holding a Series 65 credential and 16 years of industry experience. He has been associated with IQ Wealth Advisory and related entities since 2009. Outside of advisory work, Mr. Jurich produces a daily radio show focused on retirement issues, for which he writes and edits all content, and he is also an author contributing to public forums including Kiplinger.com. Think Wealth Advisory provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and charitable organizations. The firm utilizes third-party money managers and solicitor relationships, with a focus on clients’ objectives and risk tolerances, while also offering insurance and annuity services through an affiliated entity.
Based on Think Wealth Advisory, LLC
Flat fees for financial planning, paid in two installments; estimated plan fee provided before engagement
$100,000 - $499,999: 0.95% $500,000 - $999,999: 0.85% $1,000,000+: 0.75%
$175 per hour for financial planning services
Account minimum: $100,000
16220 N. Scottsdale Rd., Suite 300
Scottsdale, AZ 85254
Arizona
Iq Wealth Advisory, Llc
2010 - Present (16 years)
Iq Wealth Management F/K/A Lincoln Financial Advisory Group, Llc
2010 - Present (16 years)
Iq Wealth Media Llc F/K/A American Senior Today
2009 - Present (17 years)
Iq Retirement Planning Inc F/K/A American Fortress Ret Planning
1996 - Present (30 years)
Homesmart
1988 - 2016 (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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