Step Advisers, LLC
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Overview
Step Advisers, LLC is a financial advisor company that has its headquarters in Palo Alto, California. Step Advisers, LLC has a small team, including 3 financial advisors. Step Advisers, LLC does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal assets such as options, bonds and equities.
The firm's headquarters is at 120 Hawthorne Avenue, Palo Alto, California 94301. The firm is allowed to serve clients in the state of California.
Editorial note: Under some conditions, firms can file as exempt reporting advisors with the SEC, meaning they file an abridged version of the Form ADV. As a result, this is all of the available information for Step Advisers, LLC. Please visit the SEC website for more information at https://www.sec.gov
Number of Advisors
Disclosures
Office Location
Step Advisers, LLC by the Numbers
3
Fee Structure
Fees charged by financial advisors usually vary depending on the financial services provided. Fees billed by Step Advisers, LLC typically consist of non-traditional fee structures. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Disclosures
Step Advisers, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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