Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees are generally negotiable based on total managed assets and complexity of services.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). Fees are calculated quarterly and can be withdrawn directly from your account. Financial planning fees range from $1,000 to $100,000 and are negotiable. Cash Management Accounts have fees up to 0.50%. Tactical Management Accounts and PPLI & PPVA accounts have fees up to 2.00%.
Areas of Practice
Advisor Information
Office location
1515 S. Federal Highway, Suite 302, Boca Raton, FL, 33432
Get directionsRegulatory History (2)
Regulatory
October 2018Criminal
September 2007Other Business ActivitiesSells Insurance
Steven uses SET Wealth to track insurance commissions and works as an insurance agent with multiple companies, earning commissions from insurance and annuity sales, dedicating nearly full-time hours to these activities. He also owns rental properties, Vineyards and Cimarron, with no involvement in day-to-day activities.