Steven Medland is a CFP-designated registered investment advisor at Tabr Capital Management, LLC, based in Orange, CA, with 21 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 239 clients with $230M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.15% |
| $3M+ | 0.95% |
TABR may negotiate to charge a lesser management fee based upon certain criteria.
Fee Estimator
Contact
Steven Medland
Location
500 N. State College Blvd, Suite 1320, Orange, CA, 92868
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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
Tabr Capital Management, LLC
State Registrations2 states
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.
Exams
Additional Information
Co-founder Steve Medland holds an MBA in Finance from the Wharton School at the University of Pennsylvania, and a Bachelor of Science degree in Marine Engineering Systems from the United States Merchant Marine Academy at Kings Point, New York. Steve is a CERTIFIED FINANCIAL PLANNERTM professional. Prior to joining TABR, Steve served as a submarine officer and nuclear engineer in the United States Navy. He subsequently served as Department Head of Navy Officer Programs from 1997 to 2000, and he currently holds the rank of lieutenant commander in the United States Naval Reserve. After graduating from Wharton in 2002 and prior to co-founding TABR Capital Management, he was a Financial Associate at Prudential Securities/Wachovia Securities.