Steven Daugherty
Steven Daugherty is a registered investment advisor at Carnegie Investment Counsel, based in Pepper Pike, OH, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 3,281 clients with $7.5B 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 |
|---|---|
| Up to $500K | 1.75% |
| $500K+ | 1.50% |
Rates represent maximum fee schedules. Fees are negotiable, and some clients may have grandfathered fee schedules due to mergers and acquisitions.
Fee Estimator
Location
30300 Chagrin Boulevard, Pepper Pike, OH, 44124-5725
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Employment History
Current Registrations
Carnegie Investment Counsel
Previous Registrations
Ss&c Market Services, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Dean Witter Reynolds INC.Broker
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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