Steven Abernathy
Steven Abernathy is a registered investment advisor at Abernathy Group II LLC, based in New York, NY, with 42 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 34 clients with $80M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Separately managed accounts charge 0.39% to 2.00% annually. Family office services charge 0.29% to 1.25% annually (or 0.09% to 0.29% with business advisory services). Fees are negotiable.
Fee Estimator
Location
530 Fifth Avenue, 17 Floor, New York, NY, 10036
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 1992Customer Dispute
October 1989Other Business Activities
Steven is an owner of Abernathy Group II, a registered investment advisory, dedicating about a quarter of his time to advisory duties. He also owns an LLC, Institucion de Credito, used to buy distressed real estate, dedicating minimal time to this activity.
Employment History
Current Registrations
Abernathy Group II LLC
Previous Registrations
Dinosaur Financial Group, L.L.CBroker
Abernathy Group, L.L.C.
Dublin Research Institute, LLCBroker
Apb Financial Group, LLCBroker
Cowen & CO.Broker
Shearson Lehman Hutton INC.Broker
State Registrations2 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.
Exams
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