Steven Bankler is a PFS-designated registered investment advisor at Financial Transparency, based in San Antonio, TX, 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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 3 more. Their firm serves 235 clients with $320M 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 | 2.15% |
Maximum annual fee percentages vary by program: Let's Get Started is up to 1.00%, Managed Investment Portfolios is up to 1.75%, and Customized Managed Accounts is up to 2.15%. Actual fees are negotiated with your advisor.
Fee Estimator
Location
9901Ih 10 West, Suite 670, San Antonio, TX, 78230
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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 Activities
Steven is a CPA and owner of his CPA practice, dedicating nearly full-time hours to it. He is also a manager/owner of Bankler Advisory Services, LLP, spending about a quarter of his time on managerial tasks and servicing clients.
Employment History
Current Registrations
Financial Transparency
Previous Registrations
Enlightened Finance LLC
Cssc Brokerage Services, INC.Broker
Mutual Service CorporationBroker
Trustee Empowerment & Protection, INC.
Fsc Securities 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.
Exams
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