Steven Urban is a CFP-designated registered investment advisor at Urban Financial Advisory Corporation, based in Evanston, IL, with 28 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 256 clients with $1.3B 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 $3.0M | 0.40% |
| $3.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
Certain clients may have negotiated a reduction to the published fees based upon the qualitative nature of the relationship. Some clients with older investment advisory contracts have lower rates and fees.
Fee Estimator
Location
1601 Sherman Avenue, Ste. 510, Evanston, IL, 60201
Get directionsHistory
Regulatory History
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
Urban Financial Advisory Corporation
State Registrations1 state
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.