Steven Re
Steven Re is a registered investment advisor at Fairbanks Capital Management, INC., based in Rancho Santa Fe, CA, with 49 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 227 clients with $370M 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 | 1.70% |
| $500K+ | 1.70% |
Lower fees apply to higher amounts of relationship assets. Short Term Fixed Income is assessed at half the rate of equities. Cash assets and money market securities are included in the fee calculation at the rate that reflects whether cash will be used to invest in equities or fixed income. Fees are negotiable in certain circumstances.
Fee Estimator
Location
Rancho Santa Fe, CA
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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.
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There is no information about Steven's outside business activities in the provided text.
Employment History
Current Registrations
Fairbanks Capital Management, INC.
Previous Registrations
Sutro & CO. IncorporatedBroker
Cantor, Fitzgerald & CO., INC.Broker
Drexel Burnham Lambert IncorporatedBroker
A.G. Becker Paribas IncorporatedBroker
Bateman Eichler, Hill Richards, IncorporatedBroker
State Registrations1 state
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.