Steven Boero
Steven Boero is a registered investment advisor at Rubicon Advisors, based in Redding, CA, with 45 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, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,391 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rubicon Advisors offers investment management through Comprehensive Portfolio Management and LPL Sponsored Advisory Programs. The maximum annual fee for Comprehensive Portfolio Management is 1.75%, negotiable and billed quarterly in advance. LPL Sponsored Advisory Programs have maximum annual fees up to 1.80%, except for Guided Wealth Portfolio, which has a maximum of 1.35%.
Location
1640 East Cypress, Suite A, Redding, CA, 96002
Get directionsHistory
Regulatory History (1)
Criminal
November 1973Other Business ActivitiesSells Insurance
Steven is involved in several business activities, including real estate rental, a family ranch, and wine-making for personal consumption. He spends nearly full-time working as an investment advisor through Rubicon Advisors and Boero Financial, and also offers life insurance, dedicating minimal time to it.
Employment History
Current Registrations
Rubicon Advisors
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
The Variable Annuity Marketing CompanyBroker
State Registrations40 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.