Steven Medland is a CFP-designated registered investment advisor at Tabr Capital Management, LLC, based in Orange, CA, with 21 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 235 clients with $240M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.15% |
| $3M+ | 0.95% |
Fees are negotiable based on anticipated future earning capacity, future additional assets, dollar amount of assets, related accounts, account composition, pre-existing client status, account retention, and pro bono activities.
Fee Estimator
Contact
Steven Medland
Location
500 N. State College Blvd, Suite 1220, Orange, CA, 92868
Get directionsHistory
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
Tabr Capital Management, LLC
State Registrations2 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
Additional Information
Co-founder Steve Medland holds an MBA in Finance from the Wharton School at the University of Pennsylvania, and a Bachelor of Science degree in Marine Engineering Systems from the United States Merchant Marine Academy at Kings Point, New York. Steve is a CERTIFIED FINANCIAL PLANNERTM professional. Prior to joining TABR, Steve served as a submarine officer and nuclear engineer in the United States Navy. He subsequently served as Department Head of Navy Officer Programs from 1997 to 2000, and he currently holds the rank of lieutenant commander in the United States Naval Reserve. After graduating from Wharton in 2002 and prior to co-founding TABR Capital Management, he was a Financial Associate at Prudential Securities/Wachovia Securities.
More Advisors
- Robert KargenianTabr Capital Management, LLC
- Paul Seig, CFPKovack Advisors, INC.
- Casey Hatcher, CFPSecura Financial
- Casey Bartels, CFPGuardian Financial Partners, LLC
- Jesse Porter, CFPCompound Planning, INC.
- Gregory Davis, ChFCState Farm Investment Management CORP.