Steven Silverman is a CFP-designated registered investment advisor at Connors Investor Services INC, based in Wyomissing, PA, 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 High Net Worth, Investment Management. Their firm serves 662 clients with $1.3B 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 | 1.25% |
Annual investment advisory fees range from 0.25% up to 1.25% based on investment objectives, amount of assets invested, and complexity. Fees are negotiable.
Fee Estimator
Location
1210 Broadcasting Road, Suite 200, Wyomissing, PA, 19610-3213
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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.
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Steven is the owner and president of Old Mill Management, LLC, a commercial real estate, rental, and management company, since 2010. He dedicates about a quarter of his time to the business, performing duties including consulting and financial analysis.
Employment History
Current Registrations
Connors Investor Services INC
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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