Steven Fisher
Steven Fisher is a CFP-designated registered investment advisor at Capital Analysts, based in St. Petersburg, FL, with 39 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, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
780 94th Avenue North, Suite 107, St. Petersburg, FL, 33702
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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 →Other Business ActivitiesSells Insurance
Steven owns Florida real estate, is an elder and president of Northeast Presbyterian Church, and is an insurance agent since 1981. He also owns Global Financial Assoc. and is the owner, president, and director of Suncoast Wealth Solutions, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Legend Advisory, LLC
Legend Advisory CORP
Legend Equities CorporationBroker
Aragon Financial Services, INC.Broker
Nap Financial CorporationBroker
Investment Management & Research, INCBroker
Pw Securities, INC.Broker
Chubb Securities CorporationBroker
State Registrations23 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.