Steven Hiraga is a CFP-designated registered investment advisor at Smith Bruer, based in Tallahassee, FL, 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 Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 270 clients with $240M 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 - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Contact
Steven Hiraga
Location
1700 Summit Lake Drive, Suite 102, Tallahassee, FL, 32317
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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 a member of Tram Ventures LLC, which raises capital for pharmaceutical drug development at Florida State University. He determines and distributes available funds, dedicating minimal time to this activity.
Employment History
Current Registrations
Smith Bruer
Previous Registrations
Partnervest Advisory Services LLC
Invest Financial Corporation
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
As a CFP® I enjoy creating and presenting a process-guided plan that focuses on achieving desired outcomes. This allows me to create long term relationships and particpate in the financial decisions that arise throughout the lives of those I work with.