Steven Kurzweil
Steven Kurzweil is a registered investment advisor at Chapin Davis Asset Management, based in York, PA, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 498 clients with $540M 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 | 2.00% |
The standard fee is 2.00% annually, calculated on your account value. This fee may be negotiable with your investment adviser representative. This fee also applies to wrap fee accounts and 401k investment advisory services.
Fee Estimator
Location
York, PA
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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 ActivitiesSells Insurance
Steven is a sales agent and financial advisor at Chapin Davis Insurance, Inc. since 2007, selling and servicing variable and fixed insurance products, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Chapin Davis Asset Management
Chapin, Davis
Chapin, DavisBroker
Previous Registrations
Chapin Davis Asset Management
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Chapin Davis Asset Management
Chapin, DavisBroker
Citicorp Investment ServicesBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations11 states
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.