Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range from 0.25% to 2.00% annually, based on assets under management. A minimum of $500,000 in assets is required, but this may be negotiable. Financial planning fees range from $500 to $10,000, or up to $750 per hour for consultations, with a minimum annual fee of $2,500, which may be waived if the client also has assets under management with HCR.
Areas of Practice
Advisor Information
Office location
10866 Wilshire Blvd., Suite 1600, Los Angeles, CA, 90024
Get directionsRegulatory History
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.
Learn about disclosures →Other Business Activities
Steven is the sole owner of SJC Business Management, Inc., which provides tax and business management services. This business is separate from his work at HCR Wealth Advisors.