Steven Naiser
Steven Naiser is a CFA-designated registered investment advisor at Bartlett & CO. Wealth Management LLC, based in Louisville, KY, with 20 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 2,263 clients with $10B 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 $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7M+ | 0.50% |
Other programs: Institutional Fixed Income accounts charged at 0.50% on the first $10M and 0.30% over $10M. Fees are negotiable.
Fee Estimator
Location
4350 Brownsboro Rd, Ste 120, Louisville, KY, 40207
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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 →Employment History
Current Registrations
Bartlett & CO. Wealth Management LLC
Previous Registrations
Regent Investment Management LLC
Regent Group INC
State Registrations3 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.
Exams
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