Steven Schoger is a CFP-designated registered investment advisor at Fsi Advisory Group, INC., based in Houston, TX, with 24 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 57 clients with $60M 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 $4.0M | 1.00% |
| $4M+ | 0.50% |
Investment management fees are negotiable.
Fee Estimator
Location
1770 St. James Place, Ste. 365, Houston, TX, 77056
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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 an Investment Advisor Representative and CFP at FSI Advisory Group, Inc. He also does tax preparation through Living Strong Enterprises, LLC, and is the treasurer and board member of The Woodlands Cycling Club.
Employment History
Current Registrations
Fsi Advisory Group, INC.
Previous Registrations
Cetera Advisors LLCBroker
State Registrations1 state
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