Carl Patrick Steinhilber

Shuster Advisory Group, LLC

35 Years of Experience

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Firm Information

Shuster Advisory Group, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

3 advisors

Number of Clients

386 clients

Average Client Portfolio

$20.5M average

Assets Under Management

$7.9B

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Fees are based on plan assets and the scope of services provided, and are negotiable. Fees can be charged as a percentage of assets or as a flat fee, and are billed monthly or quarterly in arrears. Clients are responsible for third-party fees. There is no account minimum for any of Shuster’s services.

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Areas of Practice

Retirement Planning

Advisor Information

Office location

155 N. Lake Ave., Suite 950, Pasadena, CA, 91101

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Carl is an Investment Advisory Representative dually affiliated with ORIA Shuster Advisory Group, LLC. He also serves as a Power of Attorney for an immediate family member.