Steven Park is a CFA-designated registered investment advisor at Fell Capital Management, based in Newport Beach, CA, with 10 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 72 clients with $180M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Minimum annual fee of $3,000. Fees are subject to negotiation. Performance-based fees are also available.
Fee Estimator
Location
1001 Dove Street, Suite 230, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fell Capital Management
State Registrations1 state
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