Steve Jurman is a registered investment advisor at Simplyrich, based in Burbank, CA, with 8 years of industry experience. Steve operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 67 clients with $440M 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 $1.0M | 0.50% |
| $1M+ | 0.20% |
SimplyRich offers two fee schedules. Schedule 1 (shown above) charges 0.50% on the first $1M and 0.20% above $1M. Schedule 2 charges a flat $3,000 plus 0.20% of assets under management. Fees are negotiable at the advisor's discretion.
Fee Estimator
Location
Burbank, CA
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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 →Employment History
Current Registrations
Simplyrich
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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