Steven Tarr is a CFP-designated registered investment advisor at Private Capital Management, based in Naples, FL, with 25 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 461 clients with $1.4B 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 | 1.00% |
Standard fees are 1% per year for value equity strategies and up to 1.25% per year for wealth advisory accounts. Value Focus offers a tiered option of 0.75% plus performance fees. Fees may be negotiable for significant relationships.
Fee Estimator
Location
8889 Pelican Bay Blvd., Suite 500, Naples, FL, 34108-7512
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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 →Employment History
Current Registrations
Private Capital Management
Carnes Capital CorporationBroker
Previous Registrations
Mercer Allied Company, L.P.Broker
Charles Schwab & CO., 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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