SS
CFP
SS
CFP

Steven Craig Schoger

23 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
57 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$59.9M

Fee Structure

Minimum Investment:$100K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $4.0M1.00%
$4M+0.50%

Investment management fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1770 St. James Place, Ste. 365, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Steven is an Investment Advisor Representative and CFP at FSI Advisory Group, Inc. He also does tax preparation through Living Strong Enterprises, LLC, and is the treasurer and board member of The Woodlands Cycling Club.

Employment History
Current Registrations
Fsi Advisory Group, INC.
March 2002 - Present · 23 yrs 11 mos
Previous Registrations
Cetera Advisors LLCBroker
June 2011 - April 2018 · 6 yrs 10 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.