Steven Pointer
Steven Pointer is a registered investment advisor at Cantor Fitzgerald Investment Advisors, based in New York, NY, with 11 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 1,286 clients with $2.4B 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 | 0.75% |
| $1.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Under certain circumstances, Cantor Fitzgerald Investment Advisors (CFIA) reserves the right to negotiate fees, which may result in different fees for similar investment management services.
Fee Estimator
Location
110 East 59th Street, 7th Floor, New York, NY, 10022
Get directionsHistory
Regulatory History (1)
Criminal
March 2007Other Business Activities
Steven co-owns and manages a rental property in Lake Forest, CA since 2019, dedicating minimal time each month. He also owns and manages a rental property in Chandler, AZ since 2023, spending minimal time on it each month.
Employment History
Current Registrations
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald & CO.Broker
Cantor Fitzgerald & CO.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations11 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.