Stephen Ruvituso is a registered investment advisor at Sykon Capital LLC, based in Harrison, NY, with 43 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 704 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
Annual fee ranges up to 1.60%. Fees can be structured as a fixed percentage or a flat fee schedule. An inflation adjustment of 4% will be added to the agreed-upon fee each year.
Fee Estimator
Location
500 Mamaroneck Ave, Suite 435, Harrison, NY, 10528
Get directionsHistory
Regulatory History (4)
Customer Dispute
December 2005Customer Dispute
January 2003Customer Dispute
February 2000Customer Dispute
December 1999Employment History
Current Registrations
Sykon Capital LLC
Previous Registrations
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State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.