SJ

Steve Neal Jurman

7 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
74 clients
Average Client Portfolio
$5.0M average
Assets Under Management
$370.6M

Fee Structure

Minimum Investment:$800K
Financial Planning:Investment management only

Asset management fees are charged based on the totality of the client's financial situation, according to one of two fee schedules. Fee Schedule 1 is 0.50% annually on the first $1,000,000 of assets under management, plus 0.20% annually on everything above that amount. Fee Schedule 2 is $3,000 annually plus 0.20% of assets under management. Fees may be negotiable at the discretion of the Advisor. This service is only available to current clients receiving this service.

Areas of Practice
Investment ManagementHigh Net Worth
Loading...

Advisor Information

Office location

Burbank, CA

Get directions
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.

Learn about disclosures →
Employment History
Current Registrations
Simplyrich
February 2018 - Present · 7 yrs 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.