Steven Adjmi is a registered investment advisor at Gem Street Capital Management, based in New Orleans, LA, with 3 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 29 clients with $31M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
7237 Gem Street, New Orleans, LA, 70124
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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 is a CPA and sole proprietor of Steven Adjmi, CPA. He also owns a real estate investment, La Cancha LLC dba Citishapes.
Employment History
Current Registrations
Gem Street Capital Management
Previous Registrations
Union Capital Management CORP
Kahn Boyd Levychin, LLP
State Registrations1 state
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