Steven Dietz is a registered investment advisor at Andorra Capital, based in Omaha, NE, with 22 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $1.4M 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 | 1.50% |
Annual fee of 0.50% for sponsored plan individual allocation services. Fees may be negotiable.
Fee Estimator
Location
706 N. 129th Street, Suite 115, Omaha, NE, 68154
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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 →Other Business Activities
Steven provides risk management and marketing advice to agricultural producers through FuturesOne since 2003. He also holds a referral agreement with Monetary Metals for their precious metals leasing programs through Strata Daura, LLC since October 2023.
Employment History
Current Registrations
Andorra Capital
State Registrations1 state
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