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 $10.0M | 1.00% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.20% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Wealth management fees are based on the average daily balance of assets under management and range from 0.20% to 1.00% annually. Stand-alone financial planning services are offered for a fixed fee ranging from $10,000 to $100,000. Fees may be negotiable. Advisory-only investment services may be charged a fixed asset-based fee ranging from 0.20% – 1.00%.
Areas of Practice
Advisor Information
Office location
18851 NE 29th Avenue, Suite 400, Aventura, FL, 33180
Get directionsRegulatory History (6)
Customer Dispute
July 2002Customer Dispute
June 1994Customer Dispute
June 1993Customer Dispute
October 1992Regulatory
January 1989Customer Dispute
May 1987Other Business Activities
Steven volunteers for the investment committee of the Greater Miami Jewish Federation, spending minimal time per month. He also serves on the advisory board for Adler Real Estate, dedicating minimal time per month to advising on extending the fund if market conditions are unfavorable for selling real estate holdings.