Steven
Re
Fairbanks Capital Management, Inc
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About this Advisor
Steven Re is a financial advisor based out of Rancho Santa Fe, California with 27 years of relevant experience. Re works at Fairbanks Capital Management, Inc. They have spent their complete employment at Fairbanks Capital Management, Inc. Re maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Fairbanks Capital Management, Inc is a firm operating out of Rancho Santa Fe, CA. It controls $224 million in total assets across its 187 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 187 accounts, 51% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Fairbanks Capital Management, Inc offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fee schedules largely are based on the type of financial services. However, fee types charged by Fairbanks Capital Management, Inc can be comprised of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fairbanks Capital Management, Inc Brokerage Details
$223,765,471
6
187
$1,196,607
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Disclosures
Please visit the SEC profile of Steven Re 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 Fairbanks Capital Management, Inc
Rancho Santa Fe, CA
Warrenton, OR
Rancho Santa Fe, CA
Rancho Santa Fe, CA
Rancho Santa Fe, CA
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