Steven Jacob is a registered investment advisor at 7 Star Investment Advisors, based in Riverview, FL. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.60% |
| $300K - $500K | 1.35% |
| $500K - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
The advisory fees are negotiable and may be discounted at the Adviser's sole discretion.
Fee Estimator
Location
Riverview, FL
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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 →Employment History
Current Registrations
7 Star Investment Advisors
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.