Steven Resnick is a registered investment advisor at The Sum, based in The Woodlands, TX. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 209 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Sum charges a flat investment management fee of $2,000 annually per household, paid monthly in arrears. This fee is in addition to the comprehensive financial planning fee, and the firm does not offer standalone investment management without a comprehensive financial planning engagement.
Location
4526 Research Forest Dr., Suite 240, The Woodlands, TX, 77381
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
The Sum
State Registrations1 state
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Exams
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