Steven Allen is a registered investment advisor at Sop Advisors LLC, based in Rancho Santa Fe, CA, with 2 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Firm also charges a performance-based fee equal to 20% of the net profit (less Hurdle Rate defined as the average yield on the 10-Year U.S. Treasury Note over the preceding quarter), before management fees, and is generally charged quarterly and non-refundable.
Fee Estimator
Location
Rancho Santa Fe, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sop Advisors LLC
State Registrations1 state
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