SS
CFP
SS
CFP

Steven Hillard Stern

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
88 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$105.6M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $200KIncluded
$200K - $500K1.25%
$500K - $750K1.15%
$750K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2.0M - $3.0M0.90%
$3.0M - $4.0M0.80%
$4.0M - $5.0M0.70%
$5M+0.70%

Fees are negotiable for assets over $5,000,001. Minimum fee of $2,500 for Clients with less than $200,000 under management. The first tier has a null fee percentage because of the minimum fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$2,500
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Location

Eldersburg, MD

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Steven works with clients on their insurance needs as an insurance agent since 2015. He also serves as a board member for Comprehensive Housing Assistance Inc, dedicating minimal time to attending board meetings.

Employment History
Current Registrations
Abel Financial Management CO.
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
Planning Solutions Group, LLC
July 2015 - June 2018 · 2 yrs 11 mos
Triad Advisors LLCBroker
March 2015 - June 2018 · 3 yrs 3 mos
LPL Financial LLCBroker
July 2013 - February 2015 · 1 yr 7 mos
State Registrations2 states
MDTX
Advisor
Exams
No exam information available for this advisor.