Steven Brandt
Steven Brandt is a registered investment advisor at Acorn Financial Advisory Services, INC., based in Alexandria, VA, with 32 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,352 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.70% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fee Estimator
Location
1521 King St, Alexandria, VA, 22314
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2018Regulatory
April 1999Other Business Activities
Steven is a partner in BW Capital, a holding company for future business purposes, but currently inactive. He is also an investment member of Path to AUM LLC, a personal closed investment partnership, dedicating minimal time to maintaining alignment with invested investment strategies.
Employment History
Current Registrations
Acorn Financial Advisory Services, INC.
Previous Registrations
The Strategic Financial Alliance, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Cetera Advisors LLCBroker
Ifg Network Securities, INC.Broker
State Registrations2 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.