Alexander Steinberg
Alexander Steinberg is a registered investment advisor at Safe Harbor Asset Management, INC., based in Huntington, NY, with 8 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 30 clients with $34M 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 $250K | 2.50% |
| $250K - $500K | 1.00% |
| $500K - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees negotiable for accounts over $5,000,001.
Fee Estimator
Location
167 East Main Street, Huntington, NY, 11743
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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
Alexander is the owner and managing real estate broker for Proper Foundations, LLC since 2014. He dedicates about 10-20% of his time to procuring sellers and buyers for real property, with a portion of that time during security trading hours.
Employment History
Current Registrations
Safe Harbor Asset Management, INC.
Previous Registrations
Great Point Capital LLCBroker
Axiom Capital Management, INC.Broker
State Registrations1 state
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