Advisor at Baker Tilly Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Baker Tilly Wealth Management, LLC
Location
Anaconda, MT
Credentials
Series 63, Series 65
Industry experience
5 years
Steven Scharff is a financial advisor with Baker Tilly Wealth Management, LLC, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with several Baker Tilly affiliated entities since 2019 and previously held positions at Springsted Inc and US Bank. Baker Tilly Wealth Management, LLC serves individual and high-net-worth clients, families, trusts, pension and profit-sharing plans, and governmental entities. The firm manages approximately $4.6 billion in regulatory assets and offers services including portfolio management, investment consulting, and retirement plan consulting through both discretionary and non-discretionary strategies.
Based on Baker Tilly Wealth Management, LLC
Based on Baker Tilly Wealth Management, LLC
Negotiated fixed fees for investment consulting and pension consulting services; pension consulting plans range from $500 to $130,000 depending on size and complexity
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.65% Over $10,000,000+: 0.55%
Hourly fees typically range from $250 to $725 per hour for investment consulting; $125 to $725 per hour for pension consulting; BTIS hourly rates from $110 to $525 per hour depending on role
Account minimum: $1,500 minimum fee for written financial plans and pension consulting services; no stated general minimum investment for portfolio or consulting clients Minimum fee: Minimum fee of $1,500 for written financial plans and pension consulting services
Anaconda, MT
Indiana · Minnesota · Montana
Baker Tilly Wealth Management, LLC
2021 - Present (5 years)
Baker Tilly Municipal Advisors, LLC
2021 - Present (5 years)
Baker Tilly Advisory Group, LP
2021 - Present (5 years)
Northland Securities, Inc
2021 - 2021 (1 year)
Baker Tilly Financial, LLC
2020 - 2020 (1 year)
Baker Tilly Investment Services, LLC
2020 - 2020 (1 year)
Baker Tilly Us, Llp
2020 - 2020 (1 year)
Baker Tilly Municipal Advisors, LLC
2019 - 2020 (1 year)
Springsted Inc
2017 - 2019 (2 years)
US BANK
2016 - 2017 (1 year)
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.
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.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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