Steven Oldham
Steven Oldham is a CFA-designated registered investment advisor at Autumn Lane Advisors, LLC, based in Houston, TX, with 6 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. Their firm serves 73 clients with $1.2B 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 $10.0M | 0.50% |
| $10.0M - $50.0M | 0.35% |
| $50M+ | 0.15% |
Fees are negotiable. The value of Autumn Lane Advisors' private partnerships is included in the fee tier calculation but not charged the wealth management fee.
Fee Estimator
Location
7500 San Felipe, Suite 1030, Houston, TX, 77063
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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 ActivitiesSells Insurance
Steven serves as a board member for multiple companies, including Texas Mutual Insurance Company and Texicare Health Insurance Company, dedicating a few hours per week. He is also a limited partner and minority owner of a real estate investment LLC, Ivie Lane Partners LLC, but does not devote time to this entity during trading hours.
Employment History
Current Registrations
Autumn Lane Advisors, LLC
State Registrations1 state
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