Steven Roy is a registered investment advisor at Cambyses Financial Advisors, based in North Hollywood, CA, 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 Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 19 clients with $9.8M 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 $250K | 2.50% |
| $250K - $500K | 2.30% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fee Estimator
Location
North Hollywood, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is a managing member of Cambyses Management Associates, providing tax and business consulting, dedicating about 10-20% of his time to it. He is also a management partner at Gallerie F64, a fine art gallery, spending minimal time on administrative and sales functions.
Employment History
Current Registrations
Cambyses Financial Advisors
State Registrations2 states
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