Steven Novotny is a CFP-designated registered investment advisor at Icon Wealth Partners, based in Houston, TX, 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 Investment Management. Their firm serves 573 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Icon Wealth Advisors' investment advisory fees are based on the value of your portfolio and are paid quarterly in advance. The fees can be up to 1.75% annually. The specific fee you pay depends on factors like the amount you invest with Icon, the complexity of the services, your investment goals, and any specific reporting requirements. Fees are negotiable. If Icon uses independent managers for your portfolio, you'll also be responsible for their fees, but the total blended fee will not exceed 2.00% annually.
Location
1980 Post Oak Boulevard, Suite 1300, Houston, TX, 77056
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Icon Wealth Partners
Previous Registrations
Novotny Wealth Management
Nvm Capital Partners, LLC
Morgan Stanley
Morgan StanleyBroker
State Registrations1 state
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