Advisor at Avantra Family Wealth, Inc.
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Firm
Avantra Family Wealth, Inc.
Location
Mechanicsburg, PA 17050
Credentials
Series 66
Industry experience
23 years
Steven Thompson is a financial advisor at Avantra Family Wealth, Inc. with 23 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill Lynch Pierce Fenner and Smith. Thompson is a founding partner at Avantra Family Wealth and also serves as a partner at Miacomet Partners LLC, where he is involved in operations, billing, and compliance consulting. Avantra Family Wealth provides comprehensive wealth management and investment advisory services to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed-income securities, with a generally long-term investment focus and additional financial planning services including divorce-related planning and mediation.
Based on Avantra Family Wealth, Inc.
Fixed fees negotiated between $500 and $5,000 for financial planning engagements
0.05% to 2.00% annually based on assets under management and complexity of needs
Up to $300 per hour for financial planning services
Annual retainer fees negotiated between $500 and $5,000 for financial planning services
Fee-only: Financial planning services offered hourly (up to $300/hour), fixed fee ($500 to $5,000), or annual retainer ($500 to $5,000)
100 Sterling Parkway, Suite 107
Mechanicsburg, PA 17050
Pennsylvania
Avantra Family Wealth LLC
2017 - Present (9 years)
Bank Of America, N.a.
2015 - 2017 (2 years)
Merrill Lynch Pierce Fenner and Smith
2015 - 2017 (2 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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