Steven Rosenthal is a registered investment advisor at Fulcrum Wealth Advisors, LLC, based in Bellevue, WA, with 6 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 143 clients with $210M 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.10% |
| $5.0M - $15.0M | 1.00% |
| $15M+ | 1.00% |
Fees negotiable for accounts over $15,000,001.
Fee Estimator
Location
10940 NE 33rd Place, Suite 210, Bellevue, WA, 98004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Steven is an advisory representative at Fulcrum Wealth Advisors LLC, dedicating about a quarter of his time to financial planning and asset management. He also works as a CPA and tax expert for multiple entities, including his own practice, Steven Rosenthal, CPA, Intuit Inc., and TaxTeam, LLC, spending about 10-20% of his time on these activities.
Employment History
Current Registrations
Fulcrum Wealth Advisors, LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
State Registrations1 state
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