Steven Boorstein is a CFP-designated registered investment advisor at Rockcrest Financial LLC, based in Somers Point, NJ, with 23 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, High Net Worth, Investment Management, and 2 more. Their firm serves 133 clients with $44M 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 | 0.96% |
This investment management fee applies to any amount that clients may have under our management. Current or previous clients of RockCrest may have fee schedules that differ from the above. Lower fees for comparable services may be available from other sources. Investment management fees paid to RockCrest Financial LLC are generally not negotiable.
Fee Estimator
Location
551 New Road, Suite B, Somers Point, NJ, 08244
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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 owns rental property since 2002 and is a principal of NomadRx, LLC, a holding company for real estate and other businesses, since 2011. These activities are not investment-related and take minimal time.
Employment History
Current Registrations
Rockcrest Financial LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Prudential Securities 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.