Steven Durk
Steven Durk is a registered investment advisor at Hightower Advisors, LLC, based in San Ramon, CA, with 19 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56,418 clients with $160B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hightower Advisors offers investment management services where fees are negotiable and can be calculated as a percentage of your portfolio. The percentage can be a flat rate, tiered based on asset levels, or tiered floating. Fees are typically deducted from your account and can be charged either in advance or after the service is provided, calculated quarterly or monthly. Some advisors may adjust fees based on significant deposits or withdrawals during the billing cycle. The firm may also household accounts for price breaks.
Location
3160 Crow Canyon Road, Suite 290, San Ramon, CA, 94583
Get directionsHistory
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 Activities
Steven manages a rental property since 2007, with his wife handling the rental arrangements; this takes about 10-20% of his time. He also co-owns Durk Family Outdoor Ventures, LLC, related to hunting and outdoor activities, spending about 10-20% of his time primarily on weekends and vacation days.
Employment History
Current Registrations
Hightower Advisors, LLC
Previous Registrations
Frontier Investment Management CO
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
M. L. Stern & CO, LLC.
M.L. Stern & CO., LLC.Broker
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.