Steven Ayers & Company works with clients to identify investment goals and risk tolerance to create a suitable portfolio. The firm manages portfolios of individual stocks and bonds, exchange traded funds, and mutual funds. Steven Ayers & Company strives to meet investment objectives while providing access to personal advisory services. Clients are encouraged to review their portfolios regularly.
Assets Under Management$81M
Clients79
Advisors1
Avg. per Client$1M
Avg. per Advisor$81M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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