Steven Mace
Steven Mace is a registered investment advisor at Mace Capital Management, LLC, based in New York, NY, with 19 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 64 clients with $86M 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 | 0.75% |
0.75% for equities, 0.50% for fixed income, 0.00% for cash. The minimum quarterly fee is $250. Fees may be less for employee-related accounts.
Fee Estimator
Location
1120 Avenue of the Americas, Suite 4038, New York, NY, 10036
Get directionsHistory
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 ActivitiesSells Insurance
Steven is a licensed insurance agent since the 1990s and a licensed real estate agent in NY since 2015, each requiring minimal time. The insurance activity is investment-related.
Employment History
Current Registrations
Mace Capital Management, LLC
Previous Registrations
Mace Capital Management, LLC
State Registrations1 state
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.