Steven Rzucidlo is a registered investment advisor at SR Financial Services, INC., based in Seven Hills, OH, with 25 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 56 clients with $82M 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 $100K | 1.00% |
| $100K - $1.0M | 0.50% |
| $1M+ | 0.25% |
If the total value of the portfolio under management is greater than $350,000.00 then the fee on the first $100,000.00 is one half of one percent (0.5%) rather than one percent.
Fee Estimator
Location
Seven Hills, OH
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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
SR Financial Services, INC.
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.