Steven Muir is a CFA-designated registered investment advisor at Neo Investment Counsel, LLC, based in Cleveland, OH, with 5 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management, Retirement Planning. Their firm serves 22 clients with $71M 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 | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
2000 Auburn Drive Suite 200, Cleveland, OH, 44122
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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
Neo Investment Counsel, LLC
State Registrations2 states
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