Advisor at Alegria Asset Management
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Firm
Alegria Asset Management
Location
Yakima, WA 98902
Credentials
Series 63, Series 65
Industry experience
40 years
Steven Pilger is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with BBM Financial Services, Inc. since 1987 and OSAIC since 1989. He serves on the board of directors for Comprehensive Healthcare in Yakima, WA, and also acts as an independent insurance agent specializing in life, accident, and health insurance. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs a technology-driven investment process combining risk assessment, asset allocation, and portfolio optimization.
Based on Alegria Asset Management
Based on Alegria Asset Management
Financial planning packages at $500, $750, and $1,150 for Levels 1, 2, and 3 respectively
$0 - $250,000: 1.25% annually $250,001 - $500,000: 1.10% annually $500,001 - $1,000,000: 0.90% annually $1,000,001 - $2,000,000: 0.70% annually $2,000,001+: 0.50% annually
Advisory Representatives also act as registered representatives of Osaic Wealth and may receive commissions on securities and insurance products sold separately
$200 per hour for limited scope consulting and Retirement Plan Consulting Services
Account minimum: $10,000 Fee-only: Financial planning packages: $500, $750, $1,150; hourly rate $200/hour; Retirement Plan Consulting Services at $200/hour
1440 N. 16 Th Ave #2
Yakima, WA 98902
Washington
Comprehensive Healthcare
2019 - Present (7 years)
OSAIC
1989 - Present (37 years)
BBM Financial Services, Inc.
1987 - Present (39 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
CFA®, Series 65
Yakima, WA
Tieton Capital Management
CFP®, Series 66
Yakima, WA
Alegria Asset Management
CFA®, Series 65
Yakima, WA
Tieton Capital Management
Series 63, Series 65
Yakima, WA
Alegria Asset Management
Series 65
Yakima, WA
Surience Private Wealth LLC
CFP®, ChFC®, Series 63, Series 65
Yakima, WA
Surience Private Wealth LLC
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