Steven Klosterman is a registered investment advisor at Halbert Hargrove, based in Denver, CO, with 30 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,449 clients with $3.5B 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 | 1.00% |
| $5.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
Fees are negotiable. The firm may charge a lesser or higher investment advisory fee, charge a flat fee, waive applicable minimum asset or minimum fee levels, waive its fee entirely, or charge fee on a different interval, based upon certain criteria.
Fee Estimator
Location
4643 S Ulster Street, Suite 220, Denver, CO, 80237
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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 general partner in Klosterman Family Partnership, investing in real estate and securities since 2001, and chairman of Klosterman Capital Corporation, providing back-office support since 2006. Both activities take a few hours per week each and are performed outside of trading hours.
Employment History
Current Registrations
Halbert Hargrove
Previous Registrations
Halbert Hargrove
State Registrations3 states
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