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Steven Eber
22 Years of Experience
Coral Gables, FL
1 Disclosure
Steven Eber is a registered investment advisor at Eber Capital Management, based in Coral Gables, FL, with 22 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 39 clients with $92M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
39 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$92.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
5915 Ponce De Leon Blvd, Suite 45, Coral Gables, FL, 33146
Get directionsHistory
Regulatory History (1)
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Regulatory
June 2018Final
Employment History
Current Registrations
Eber Capital Management
March 2004 - Present · 22 yrs 2 mos
State Registrations1 state
FL
Advisor
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
No exam information available for this advisor.