Steven Zerbarini
Steven Zerbarini is a registered investment advisor at Atlantis Wealth Advisors LLC, based in Dunedin, FL, with 28 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Medicare Planning, and 2 more. Their firm serves 338 clients with $150M 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 | 2.00% |
Fees generally range from 0.50% to 2.00% per year and are negotiable based on account size and complexity.
Fee Estimator
Location
PO Box 1195, Dunedin, FL, 34697
Get directionsHistory
Regulatory History (1)
Regulatory
April 2019Other Business ActivitiesSells Insurance
Steven owns Sower Wealth Group, a DBA, dedicating nearly full-time hours to it. He also owns Sower Wealth LLC for tax preparation and insurance sales (fixed annuities, life/health, long-term care, disability), and Sower Realty, Inc. as a real estate broker.
Employment History
Current Registrations
Atlantis Wealth Advisors LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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
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