Steve Weinstock
Steve Weinstock is a registered investment advisor at Morse Group Investment Advisors, based in Sherman Oaks, CA, with 6 years of industry experience. Steve operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment 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 | 1.00% |
| $1.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Minimum quarterly fee of $750. Fees may be negotiated or waived.
Fee Estimator
Location
Sherman Oaks, 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 →Other Business Activities
Steve is the principal of Weinstock Consulting, a business consulting practice, dedicating a few hours per week. He also serves as COO for Pickup Bricks LLC, a toy company, spending about a quarter of his time.
Employment History
Current Registrations
Morse Group Investment Advisors
Previous Registrations
Alphanext, LLC
State Registrations1 state
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