Carl Steinhilber is a registered investment advisor at Shuster Advisory Group, LLC, based in Pasadena, CA, with 36 years of industry experience. Carl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 435 clients with $10B in assets under management.
Shuster Advisory Group generates its revenue entirely from investment advisory services based on a standard fee schedule linked to plan assets, though fees are negotiable and can be charged on a flat-fee or percentage-of-assets basis. Fees are generally billed monthly or quarterly in arrears based on asset valuations from the last trading day of the month or through annual flat fees billed periodically. There is no account minimum required to utilize Shuster's services.
155 N. Lake Ave., Suite 950, Pasadena, CA, 91101
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Learn about disclosures →Carl is an Investment Advisory Representative dually affiliated with ORIA Shuster Advisory Group, LLC. He also serves as a Power of Attorney for an immediate family member.
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