Steven Evensen
Steven Evensen is a CFP-designated registered investment advisor at Gerber Kawasaki Wealth & Investment Management, based in Santa Monica, CA, 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 Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 9,624 clients with $4.1B 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 | 1.50% |
| $250K+ | 1.00% |
Fees are subject to negotiation. Family household accounts may be combined to reach breakpoints.
Fee Estimator
Location
2437 Main Street, Santa Monica, CA, 90405
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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 is a licensed notary.
Employment History
Current Registrations
Gerber Kawasaki Wealth & Investment Management
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Charles Schwab & CO., INC.Broker
Vanguard Marketing CorporationBroker
State Registrations1 state
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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