Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiated with each client and will not exceed 3% annually, paid quarterly. The amount of the fee may vary based upon factors at VIA IAR's discretion, including but not limited to, the amount of the original investment, if the client has accounts with an affiliated firm and if the client has additional accounts with VIA. Stock Put Writing and Stock Put Credit-Spread Option Programs have different fee structures, also negotiated, with potential performance fees. All accounts will pay processing charges of $0.25 per transaction.
Areas of Practice
Advisor Information
Office location
Delray Beach, FL
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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 ActivitiesSells Insurance
Steven is the President of Atlas Capital, LLC, a real estate investing company, and GreenWave Financial Markets, a futures introducing broker. He also holds an insurance license, offering life insurance and fixed annuity products, and is a property & casualty insurance agent at Apple Insurance; these insurance activities take about 10-20% of his time. Steven also spends a few hours per week at Powercore Management LLC, a registered Commodity Pool Operator.