Steven Story
GEM Asset Management · Plymouth, Michigan
Steven Story is a fee-only financial advisor at GEM Asset Management in Plymouth, Michigan. GEM Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | GEM Asset Management |
|---|---|
| Based in | Plymouth, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $628.1M across 1,359 accounts |
| SEC registration | Investment adviser representative in MI · CRD 4782102 |
| Exams passed | Series 65 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.gemasset.net |
How Steven's firm compares
- GEM Asset Management's average account is about $462,000, from its Form ADV (assets managed divided by 1,359 accounts).
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Questions about Steven
Is Steven Story a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and GEM Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, GEM Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Steven Story based?
Steven Story is based in Plymouth, Michigan.
Is Steven Story registered with the SEC?
Yes. Steven Story is registered as an investment adviser representative in MI (CRD 4782102), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does GEM Asset Management manage?
GEM Asset Management reports $628.1M across 1,359 accounts in assets under management.
How do I contact Steven Story?
Through Steven's website, www.gemasset.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plymouth
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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