Steven Caron is a registered investment advisor at Old School Capital LLC, based in Andover, MA, with 24 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, Retirement Planning, and 1 more. Their firm serves 25 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Old School Capital offers portfolio management services for a fee based on a percentage of the assets they manage, ranging from 0.75% to 2.50% per year. Alternatively, they may charge a fixed annual fee, negotiated on a case-by-case basis, typically ranging from $2,500 to $50,000.
Location
Andover, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Old School Capital LLC
State Registrations1 state
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