Steven Urban is a CFP-designated registered investment advisor at Urban Financial Advisory Corporation, based in Evanston, IL, with 28 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 256 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.40% |
| $3.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
Subject to a minimum fee of $1,250 per quarter ($5,000 annually) on the first $3,000,000. Flat management fees or reductions may occasionally be negotiated.
Fee Estimator
Location
1601 Sherman Avenue, Ste. 510, Evanston, IL, 60201
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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
Urban Financial Advisory Corporation
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.
Exams
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