Steven Feldstein and Associates provides financial planning and investment management services. The firm's investment approach focuses on buying businesses, not stocks, and looking for long-term fundamentals. Steven Feldstein meets with clients quarterly to review their portfolios. The firm works with approximately 740 accounts, primarily in New Jersey, New York, and Connecticut.
Assets Under Management$160M
Clients526
Advisors1
Avg. per Client$300K
Avg. per Advisor$160M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Clients with fixed income only portfolios have the following fee schedule: 0.50% for the first $3 million, 0.25% for everything over $3 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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