Steven Zabriskie is a registered investment advisor at Rmdr Advisors, INC., based in San Antonio, TX, with 15 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, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 197 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RMDR Advisors manages investment accounts for a fee based on a percentage of the value of your investments. The exact fee is negotiated with each client and will not exceed 1.0% annually. Fees are charged quarterly in arrears. Clients whose investment advisory agreements with Mr. Zabriskie were assigned to RMDR will continue to be charged fees quarterly in advance as provided in their agreements. Fees may be lower for clients participating in higher education retirement system plans.
Location
San Antonio, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Rmdr Advisors, INC.
Previous Registrations
Zabriskie, Steven
Coordinated Capital Securities, INC.
Cambridge Investment Reserarch, INC.
State Registrations1 state
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