Steven Ankerstar is a CFP-designated registered investment advisor at Ankerstar Wealth, LLC, based in Leander, TX, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 296 clients with $150M 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 $500K | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10M+ | 0.40% |
0.95% annually is the maximum fee for all accounts.
Fee Estimator
Location
3835 Cr 175, Unit #840, Leander, TX, 78641
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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 works on an as-needed basis on nights and weekends, providing real-time statistics for sports broadcasts. He is paid through a sub-contractor to ESPN and has complete control over his schedule.
Employment History
Current Registrations
Ankerstar Wealth, LLC
State Registrations9 states
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