Sheldon Steuer is a registered investment advisor at Equinum, LLC, based in Brooklyn, NY, with 37 years of industry experience. Sheldon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 194 clients with $400M 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 | 1.00% |
Fees may be negotiable. For robo-advisor services, Equinum charges an annual advisory fee of 0.40% on assets above $50,000. Clients utilizing the Betterment Advisor Services platform are subject to Betterment’s platform fee of 0.18%, in addition to any applicable Equinum advisory fees.
Fee Estimator
Location
3611 14th Avenue, Suite 221, Brooklyn, NY, 11218
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2003Customer Dispute
May 2002Employment History
Current Registrations
Equinum, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
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Ifmg Securities, INC.Broker
Invest Financial CorporationBroker
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Thomson Mckinnon Securities INC.Broker
Cowen & CO.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.