Steven Weinberger
Steven Weinberger is a registered investment advisor at Hcr Wealth Advisors, based in Los Angeles, CA, with 26 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 943 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HCR Wealth Advisors' fee for managing your investments is a percentage of the value of your portfolio, ranging from 0.25% to 2.00% per year. The fee is calculated each quarter, based on the value of your investments at that time. There is a $500,000 minimum investment required for this service, but this may be negotiable. Discounts may be offered to family and friends of HCR employees.
Location
10866 Wilshire Blvd., Suite 1600, Los Angeles, CA, 90024
Get directionsHistory
Regulatory History (4)
Customer Dispute
May 2016Customer Dispute
February 2010Customer Dispute
October 2009Customer Dispute
May 2009Other Business Activities
Steven is a financial advisor at HCR Wealth Advisors, Inc. since 1999, dedicating full-time hours to providing investment advisory and financial planning services. He is also a registered representative with Investment Security Corporation since 2002, spending minimal time recommending investment products.
Employment History
Current Registrations
Hcr Wealth Advisors
Investment Security CorporationBroker
Previous Registrations
Hcr Wealth Advisors
Royal Alliance Associates, INC.Broker
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.