Aryeh Schottenstein is a registered investment advisor at S12 Group LLC, based in Surfside, FL. Aryeh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Qualified Clients may elect a performance-based fee instead of an annual asset-based fee. The performance-based fee is 20% of the realized annual portfolio performance, with a high-water mark.
Fee Estimator
Location
Surfside, FL
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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
S12 Group LLC
State Registrations1 state
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