Steven Schleupner
Advisor at MBI LLC
Updated today
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.
About
Steven Schleupner is a financial advisor at MBI LLC with 20 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining MBI LLC, he worked at Tiaa and founded You Tree LLC and One Day In July LLC. Schleupner also works as a Divorce Financial Planning professional for the accounting firm Councilor Buchanan & Mitchell. MBI LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, retirement plans, and not-for-profit organizations. The firm employs a combination of fundamental and technical analysis along with modern portfolio theory, offering both discretionary and non-discretionary investment services supported by individualized Investment Policy Statements.
Client services
Based on MBI LLC
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Based on MBI LLC
Real estate investing
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
Fixed-fee arrangements for financial planning services without assets under management; specific amounts not stated.
$0 - $750,000: Negotiable $750,001 - $1,250,000: 0.90% $1,250,001 - $2,500,000: 0.80% $2,500,001 - $3,750,000: 0.70% $3,750,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiable
Hourly charges apply for financial planning services when assets are not under management; specific rates not stated.
Fee-only: Financial planning fees for clients without assets under management are charged on an hourly or fixed-fee basis; fees are based on hourly charges or fixed-fee arrangements.
Location
7910 Woodmont Ave, Suite 500
Bethesda, MD 20814
Most active in
Steven S has reported serving >5 clients in these states in the last 12 months.
Maryland
Work history
MBI LLC
2025 - Present (1 year)
One Day In July LLC
2019 - 2020 (1 year)
You Tree LLC
2017 - 2025 (8 years)
TIAA-CREF
2014 - 2017 (3 years)
Tiaa
2014 - 2017 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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