Stephen
Scherer
Private Financial Counseling
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About this Advisor
Stephen Scherer is a financial advisor based in Los Angeles, California, working with Private Financial Counseling. Stephen has previously held a position at Pfc Capital Group, Inc and is registered to provide services in California. Currently, Stephen is part of Private Financial Counseling, which operates out of Los Angeles, California. The firm has 9 employees and manages assets totaling $212.2 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for institutional clients. The fee structure at Private Financial Counseling includes asset-based fees.
Services Offered
Fee Structure
Office Location
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Private Financial Counseling Brokerage Details
$212,242,213
9
441
$481,275
Investment Advisory Services
- Financial planning services
- Portfolio management for businesses or institutional clients
Stephen Scherer Work History
Pfc Capital Group, Inc
Disclosures
Please visit the SEC profile of Stephen Scherer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Private Financial Counseling
Los Angeles, CA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
