Steven Medo is a registered investment advisor at Kg Capital Management, LLC, based in Kenner, LA, with 21 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 438 clients with $200M 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 | 1.50% |
| $2.0M - $4.0M | 1.25% |
| $4M+ | 0.75% |
Fees are negotiable depending on the client's needs and complexity of the situation.
Fee Estimator
Location
2400 Veterans Memorial Blvd., Ste 235, Kenner, LA, 70062
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 1999Other Business Activities
Steven is a partner/owner in a real estate management firm. This activity is not investment-related.
Employment History
Current Registrations
Kg Capital Management, LLC
Previous Registrations
Kg&l Capital Management, LLC
Stifel, Nicolaus & Company, Incorporated
State Registrations2 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.