Steven Goldbloom
Steven Goldbloom is a registered investment advisor at Goldbloom Wealth Management LLC, based in Mercer Island, WA, with 15 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 2 more. Their firm serves 162 clients with $97M 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Location
7900 SE 28th Street, Suite 500, Mercer Island, WA, 98040
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 ActivitiesSells Insurance
Steven is the Managing Member of Goldbloom Advisory LLC d/b/a AGT Tax & Insurance Services West, providing insurance services since 2005. He is also a speaker, manages IAS Co. (a CRM software provider for insurance professionals), and is a life planning coach for Empowered Wealth.
Employment History
Current Registrations
Goldbloom Wealth Management LLC
State Registrations2 states
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