Stephanie Fenster is a registered investment advisor at Itero Capital, LLC, based in Tiburon, CA, with 8 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 7 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Itero Capital charges a percentage of your portfolio each quarter, paid at the end of the quarter.
For most clients, the fee is up to 3% per year. For wealthier clients (over $2.1 million net worth or $1 million managed by Itero) and clients who are not US citizens, the fee is up to 2% per year, plus up to 20% of the increase in the value of your investments.
Both the management fee and the performance fee are negotiable.
Location
Tiburon, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Itero Capital, LLC
State Registrations1 state
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