Steve Coker is a CFP-designated registered investment advisor at Cedarstone Advisors, based in Thousand Oaks, CA, with 18 years of industry experience. Steve operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 186 clients with $170M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.40% |
Fees are negotiable for accounts over $20,000,000.
Fee Estimator
Location
3125 Old Conejo Road, Unit 7, Thousand Oaks, CA, 91320
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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
Cedarstone Advisors
Previous Registrations
Manchester Financial INC
State Registrations2 states
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