Steven Sherman is a registered investment advisor at Cs Advisors INC., based in Boca Raton, FL, with 24 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning. Their firm serves 101 clients with $120M 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 $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4M+ | 0.50% |
At CS Advisors' discretion, fees may be reduced or waived depending on the amount of assets under management or other factors.
Fee Estimator
Location
7999 N Federal Hwy, Suite 101, Boca Raton, FL, 33487
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 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.
State Registrations3 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.
Exams
More Advisors
- Christopher Nalley, CFPCs Advisors INC.
- Nicole Carlon, CFPMutual Advisors, LLC
- Jesse Cordoba, CFPRed Reef Advisors LLC
- Joseph Orsini, CFAOppenheimer & CO. INC.
- Gregory Brodeur, CFP, ChFCAlpha Zero LLC
- Victoria Nabaggala, CFPAmeriprise Financial Services, LLC