Steven Re is a CFA-designated registered investment advisor at Fairbanks Capital Management, INC., based in Gardnerville, NV, with 50 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 234 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K+ | 1.75% |
Fees are assessed up to 1.75% per year for relationships under $500,000, with lower fees applying to higher amounts. Fixed income assets may be assessed at half the rate of equities. Fees are subject to negotiation in certain circumstances.
Fee Estimator
Location
Gardnerville, NV
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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.
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There is no information about Steven's outside business activities in the provided text.
Employment History
Current Registrations
Fairbanks Capital Management, INC.
Previous Registrations
Sutro & CO. IncorporatedBroker
Cantor, Fitzgerald & CO., INC.Broker
Drexel Burnham Lambert IncorporatedBroker
A.G. Becker Paribas IncorporatedBroker
Bateman Eichler, Hill Richards, IncorporatedBroker
State Registrations2 states
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.
Exams
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