Steven Braverman is a registered investment advisor at Pathstone, based in Englewood, NJ, with 19 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, Investment Management, and 1 more. Their firm serves 2,219 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pathstone's fees for investment-related services are based on the specific services selected and can include asset-based fees (fixed or tiered percentage), fixed/flat fees, performance-based fees, or other arrangements. Fees are negotiable based on the size, complexity, and scope of the relationship. Clients are also responsible for third-party expenses such as brokerage costs and custodian fees. If clients invest in Pathstone's Affiliated Funds, they may be subject to additional fees at the fund level, but may also be eligible for fee discounts or breaks.
Location
10 Sterling Blvd, Suite 402, Englewood, NJ, 07631
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is involved in numerous entities, including trusts, partnerships, foundations, and private equity funds, primarily focused on investment and management activities. He dedicates a significant amount of time, approximately 100 hours per month, to CreationsVC, a private equity fund supporting Israeli-based startups.
Employment History
Current Registrations
Pathstone
Previous Registrations
Harris Mycfo Investment Advisory Services LLC
State Registrations4 states
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