Steven Kurtis Pointer

Cantor Fitzgerald Investment Advisors

11 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment Management

Cantor Fitzgerald Investment Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

24 advisors

Number of Clients

1,286 clients

Average Client Portfolio

$1.9M average

Assets Under Management

$2.4B

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	0.75%
$1.0M - $10.0M	0.60%
$10M+	0.50%

Fees are negotiable under certain circumstances.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

110 East 59th Street, 7th Floor, New York, NY, 10022

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History

Regulatory History (1)

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Criminal

March 2007

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business Activities

Steven co-owns and manages a rental property in Lake Forest, CA since 2019, dedicating minimal time each month. He also owns and manages a rental property in Chandler, AZ since 2023, spending minimal time on it each month.