Steven Sherman is a registered investment advisor at Cs Advisors INC., based in Boca Raton, FL, with 23 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 101 clients with $120M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
Fees may be negated or reduced depending on the amount of assets under management or other factors.
Fee Estimator
Location
7999 N Federal Hwy, Suite 101, Boca Raton, FL, 33487
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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 →Other Business Activities
Steven is involved with MRIF Management LLC, the General Partner to a Mortgage and Real Estate Fund, and Mango Bay Property and Investments Inc., a property and real estate asset management company. He also has a real estate holding company, 7999 N Federal Hwy LLC, that holds passive real estate investments.
Employment History
Current Registrations
Cs Advisors INC.
State Registrations3 states
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