Steven G. Blum and Associates provides investment consulting services, including financial and tax planning. They analyze your current assets, discuss appropriate asset allocations, and offer estate planning, college funding strategies, debt management, and retirement planning. Investments are chosen to balance potential return, diversification, risk reduction, low costs, and tax efficiency. The firm manages investments on both a discretionary and non-discretionary basis.
Assets Under Management$180M
Clients70
Advisors2
Avg. per Client$2.6M
Avg. per Advisor$90M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
The quarterly fee is calculated as 0.24% of the investment value, plus $1,800. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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