Steven Irgang is a registered investment advisor at Maci Family Office Advisors, based in New York, NY, with 4 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 14 clients with $24M 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% |
This rate is for discretionary accounts. Non-discretionary accounts are charged 1.5%. Minimum quarterly fee of $2,500 for discretionary accounts and $3,750 for non-discretionary accounts. Fees are sometimes negotiable.
Fee Estimator
Location
110 East 42nd Street, Suite 1508, New York, NY, 10017
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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
Maci Family Office Advisors
State Registrations1 state
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