Steven Dym is a registered investment advisor at Advisory Services Network, based in Monsey, NY, with 8 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, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
Monsey, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is a professor of finance at Rutgers Business School since 2013, dedicating about half his time to this role. He is also a published author since 2010 and a rabbi since 2003, spending about 10-20% of his time on rabbinical duties.
Employment History
Current Registrations
Advisory Services Network
State Registrations1 state
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