Steven Stern
Steven Stern is a CFP-designated registered investment advisor at Abel Financial Management CO., based in Eldersburg, MD, with 12 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 84 clients with $120M 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 $200K | 1.25% |
| $200K - $500K | 1.25% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Minimum fee of $2,500 for clients with less than $200,000 under management. Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
Eldersburg, MD
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 works with clients on their insurance needs as an insurance agent since 2015. He also serves as a board member for Comprehensive Housing Assistance Inc, dedicating minimal time to attending board meetings.
Employment History
Current Registrations
Abel Financial Management CO.
Previous Registrations
Planning Solutions Group, LLC
Triad Advisors LLCBroker
LPL Financial LLCBroker
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.