Steven Gissiner
Steven Gissiner is a registered investment advisor at Capital Research & Consulting LLC, based in Pasadena, CA, with 16 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. Their firm serves 28 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are negotiable. Consulting fees range from 0.05% to 0.35% annually. Managed portfolio investment options range from 0.10% to 0.50% annually.
Fee Estimator
Location
15 S. Raymond Avenue, Suite 200, Pasadena, CA, 91105
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2009Other Business Activities
Steven is the principal of Orchard Hills Consulting, LLC, providing retirement plan consulting, taking nearly full-time hours. He also works as an investment advisor representative for Capital Research and Consulting LLC, dedicating about a quarter of his time to retirement plan consulting support.
Employment History
Current Registrations
Capital Research & Consulting LLC
Previous Registrations
Bks Retirement Services
Fiduciary Partners Investment Consulting, LLC
State Registrations1 state
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.