Steven Ayers is a CFA-designated registered investment advisor at Steven Ayers & Company, based in Cambridge, MA, 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 High Net Worth, Investment Management. Their firm serves 79 clients with $81M 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 $750K | 1.50% |
| $750K+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
20 University Road, Suite 500, Cambridge, MA, 02138
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Steven Ayers & Company
State Registrations3 states
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