Steven Bankler is a PFS-designated registered investment advisor at Financial Transparency, based in San Antonio, TX, 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, Retirement Planning. Their firm serves 233 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Transparency offers three investment management programs with fees that are negotiated with your advisor, but will not exceed the following:
- Let's Get Started: Not to exceed 1.00% of your portfolio per year.
- Managed Investment Portfolios: Not to exceed 1.75% of your portfolio per year. Minimum investment of $25,000.
- Customized Managed Accounts: Not to exceed 2.15% of your portfolio per year. Minimum investment of $150,000.
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.