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Steven Lawrence Sherman

23 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
93 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$98.0M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.75%
$4M+0.50%

Fees may be negotiable depending on the amount of assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7999 N Federal Hwy, Suite 101, Boca Raton, FL, 33487

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Steven is involved with MRIF Management LLC, the General Partner to a Mortgage and Real Estate Fund, and Mango Bay Property and Investments Inc., a property and real estate asset management company. He also has a real estate holding company, 7999 N Federal Hwy LLC, that holds passive real estate investments.

Employment History
Current Registrations
Cs Advisors INC.
September 2002 - Present · 23 yrs 5 mos
State Registrations4 states
FLNCNYTX
Advisor
Exams
No exam information available for this advisor.