| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.03% |
| $500K - $1.1M | 0.03% |
| $1.1M - $2.0M | 0.02% |
| $2M+ | 0.01% |
Fees are subject to negotiation depending on specific circumstances.
23811 Chagrin Blvd Suite 275, Beachwood, OH, 44122
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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 →Steven provides accounting services to individuals, small businesses, and non-profits as a proprietor, dedicating a few hours per week. He also serves as a controller for Rabbinical College of Telshe Inc., treasurer for the Jewish Voters Association, board member for Cleveland Kashruth Organization, and registered owner for New Heights Gymnastics Academy LLC, each requiring minimal time.