Michael Steiner
Michael Steiner is a registered investment advisor at Congress Park Capital LLC, based in Saratoga Springs, NY, with 18 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 135 clients with $370M 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 | Included |
Fees range from 0.25% - 2.00% annually or a fixed fee generally within the range of $1,500 to $100,000.
Fee Estimator
Location
57 Phila Street, Saratoga Springs, NY, 12866
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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 →Other Business ActivitiesSells Insurance
Michael is part owner and president of The Steiner Corporation, a dog-related services business, dedicating a few hours per week to bookkeeping and support. Michael is also licensed to sell insurance and may offer commissionable insurance products to clients.
Employment History
Current Registrations
Congress Park Capital LLC
Previous Registrations
Pks Advisory Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.