Steven Ankerstar is a CFP-designated registered investment advisor at Ankerstar Wealth, LLC, based in Leander, TX, with 11 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 7 more. Their firm serves 310 clients with $150M 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 | 0.95% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable at the discretion of the firm.
Fee Estimator
Location
3835 Cr 175, Unit #840, Leander, TX, 78641
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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 →Other Business Activities
Steven works on an as-needed basis on nights and weekends, providing real-time statistics for sports broadcasts. He is paid through a sub-contractor to ESPN and has complete control over his schedule.
Employment History
Current Registrations
Ankerstar Wealth, LLC
State Registrations9 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.
Exams
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