Steven Koenig is a CFA-designated registered investment advisor at Informed Investors Group, based in Seattle, WA, with 5 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 12 clients with $70M 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 $3.0M | 0.90% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.30% |
In addition to the above, IIG charges 5% of all interest and dividends collected from your investments. Fees may be modified based on special circumstances.
Fee Estimator
Location
Seattle, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Informed Investors Group
State Registrations1 state
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