Steven Schoenfeld
Steven Schoenfeld is a registered investment advisor at Wealthjar Investment Advisory, LLC, based in San Luis Obispo, CA, with 33 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, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 66 clients with $5.3M 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% |
Clients are charged either 1.00% annually or a flat fee of $500, whichever is greater. There is also an annual fixed fee of $50 per account. Fees are negotiable.
Fee Estimator
Location
1304 Santa Rosa Street, San Luis Obispo, CA, 93401
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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 Activities
Steven consults for the Delta Tau Alumni LLC board, assisting with hiring and monitoring a financial advisory firm for the alumni organization's investment assets. This activity takes about 10-20% of his time.
Employment History
Current Registrations
The Rice Partnership, LLC
Wealthjar Investment Advisory, LLC
Previous Registrations
Charles Schwab & CO., INC.
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.