Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio management fees are a percentage of assets under management, with a rate of 1.0% per annum for assets of $1,000,000 or less, and a lower percentage for assets greater than $1,000,000. A minimum of $100,000 of assets under management is required, but this is negotiable. Financial planning and consulting fees can be charged as a percentage of assets, an annual fixed fee, or an hourly rate ranging from $60 to $550 per hour. The actual rate depends on the scope of services and portfolio size.
Areas of Practice
Advisor Information
Office location
791 Town & Country Blvd., Suite 250, Houston, TX, 77024
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 an officer for several entities that are clients of FCA Corp, including Ivy Realty Trust, First Commonwealth Mortgage Trust, Holly Mortgage Trust, and Nashville Properties, Inc. He is also Vice President of First Commonwealth Holdings Corp, the parent company of FCA Corp.