Advisor at Lifestyle Asset Management, INC.
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
Lifestyle Asset Management, INC.
Location
Friendswood, TX 77546
Credentials
Series 63, Series 65
Industry experience
21 years
Steven Stock is a financial advisor at Lifestyle Asset Management, Inc. with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including First Allied Advisory Services and Cetera Advisors LLC. Outside of his advisory work, he is a partner and co-manager of a recreational fishing camp. Lifestyle Asset Management, Inc. serves individual and high-net-worth clients as well as employee benefit plans, offering personalized portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies, including tactical overlays and model portfolios, and provides sub-advisory and model-licensing services to other advisers.
Based on Lifestyle Asset Management, INC.
Based on Lifestyle Asset Management, INC.
$0 - $250,000: 1.75% annually $250,001 - $500,000: 1.55% annually $500,001 - $750,000: 1.45% annually $750,001 - $1,000,000: 1.35% annually $1,000,001 - $2,000,000: 1.25% annually $2,000,001 - $3,000,000: 1.05% annually $3,000,001 - $4,000,000: 0.95% annually $4,000,001 - $5,000,000: 0.85% annually $5,000,001+: 0.75% annually
Commission-based compensation for securities and insurance products by some representatives
Hourly fee of $175 for financial planning consulting services, negotiable
Account minimum: $50,000 Fee-only: Hourly fee of $175, negotiable depending on scope and complexity
211 West Edgewood, Suite 300
Friendswood, TX 77546
Texas
42 Options LLC
2022 - 2026 (4 years)
Cetera ADVISORS LLC
2022 - Present (4 years)
First Allied Advisory Services
2020 - 2020 (1 year)
Lifestyle Asset Management, INC.
2018 - Present (8 years)
First Allied Advisory Services, INC.
2009 - 2020 (11 years)
First Allied Securities, INC.
2008 - 2022 (14 years)
D/B/A Lifestyle Financial Advisors, Inc.
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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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Eightone Capital LLC
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Othniel Financial Advisory Services, LLC
CFP®, Series 63
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Worthen Financial Advisors
CFP®, Series 63, Series 65
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Harris Financial Consulting, PLLC
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