Steven Bruce-Miller is a CFA-designated registered investment advisor at Kingston Horizon Advisors LLC, based in Paramus, NJ, with 10 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, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $750K | 0.85% |
| $750K - $1.0M | 0.75% |
| $1.0M - $1.5M | 0.63% |
| $1.5M - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.38% |
| $5M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Location
Paramus, NJ
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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 →Employment History
Current Registrations
Kingston Horizon Advisors LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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