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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Clement is a Certified Financial Planner and a registered Investment Advisor Representative with Axxcess Wealth Management, LLC, a firm with over 10,000 clients and approximately $6.5 Billion in assets under management. Steven has been a financial professional since 1986 and has extensive experience in providing financial planning, portfolio management, and tax services. Steven Clement also has a separate practice as a Certified Public Accountant, offering tax preparation and planning services through The Accountancy.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
11/13/2023 - Present
Axxcess Wealth Management, LLC (CARLSBAD CA)
IA
Issued 12/12/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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