Steven Bloch is a CFP-designated registered investment advisor at Bloch Private Wealth, LLC, based in The Colony, TX, with 18 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 7 clients with $8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bloch Private Wealth offers investment advisory services through three Managed Account Programs (MAP): Silver, Gold, and Platinum. The annual program fees are:
- Silver: 1.50%
- Gold: 2.00%
- Platinum: 2.50%
A minimum of $100,000 is required to enroll in a MAP, and the minimum annual program fee is $5,000 for Silver and Gold, and $10,000 for Platinum. Fees are calculated based on the market value of the account at the end of each quarter and are charged quarterly in advance.
Location
The Colony, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Steven is involved in tax compliance and consulting, as well as financial planning. The filing does not indicate if this is a separate business activity or part of his advisory role.
Employment History
Current Registrations
Bloch Private Wealth, LLC
State Registrations1 state
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