Steven Kletter
Steven Kletter is a registered investment advisor at Advisory Services Network, based in Atlanta, GA, with 26 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, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
900 Ashwood Parkway, Suite 500, Atlanta, GA, 30338
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2011Other Business ActivitiesSells Insurance
Steven is an independent insurance agent for various independent insurance agencies since April 2023, dedicating minimal time to this activity. He is also the owner of DAR Financial, using it as a trade name/DBA since June 2024, also dedicating minimal time to this activity.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Calton & Associates, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Mutual Service Corporation
Mutual Service CorporationBroker
First Investors CorporationBroker
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.