Steven Shaiman
Steven Shaiman is a registered investment advisor at Colorado Financial Service Corporation, based in livingston, NJ, with 25 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 126 clients with $68M 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 $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees over $2,500,000 are negotiable.
Fee Estimator
Location
livingston, NJ
Get directionsHistory
Regulatory History (1)
Financial
June 2017Other Business ActivitiesSells Insurance
Steven provides tax and accounting services, dedicating significantly more than full-time hours to this. He is also an insurance agent for various companies, dedicating minimal time to this activity, and holds a real estate license with Newmark Associates.
Employment History
Current Registrations
Colorado Financial Service Corporation
Colorado Financial Service Corporation
Colorado Financial Service CorporationBroker
Previous Registrations
Calton & Associates, INC.
Calton & Associates, INC.Broker
New England SecuritiesBroker
Nylife Securities 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.