Steven Cruice is a CFP-designated registered investment advisor at Simply Steward, based in Highlands Ranch, CO, 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 Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 30 clients with $23M 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 $5.0M | 0.60% |
| $5M+ | 0.40% |
The above investment advisory fee structure is blended for investments assets above the breakpoints. This fee is in addition to an ongoing financial planning fee. The minimum annual fee for the combined services is $12,500 per household.
Fee Estimator
Contact
Steven Cruice
Location
1745 Shea Center Dr, 4th Floor, Highlands Ranch, CO, 80129
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 Activities
Steven works as an Investment Adviser Representative at Three Points Financial, Inc. since November 2021, spending about half his time in this role.
Employment History
Current Registrations
Simply Steward
Previous Registrations
Three Points Financial, INC.
Simply Steward
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.
Exams
Additional Information
Since you are looking to NAPFA for an advisor, you are someone who recognizes the value in having an independent, fiduciary financial partner that’s looking out for your best interest. You probably have neither the time or desire to manage investments, stay on top of the tax code, and continuously update your financial plan as life changes. You have a career to excel in, a retirement to enjoy, or family to spend time with.