Steven Berner
Steven Berner is a CFP-designated registered investment advisor at Kmg Fiduciary Partners, LLC, based in Birmingham, MI, 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 Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,338 clients with $1.6B 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
KMG Fiduciary Partners may negotiate a different fee rate for certain client holdings.
Fee Estimator
Location
410 S. Old Woodward Ave, Suite 300, Birmingham, MI, 48009
Get directionsHistory
Regulatory History (1)
Criminal
July 1988Other Business Activities
Steven is a silent partner and owner of Puckmasters, a business providing specialized hockey lessons. He spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Kmg Fiduciary Partners, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley Dw INC.Broker
Olde Discount CorporationBroker
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.