LS
CFP
LS
CFP

Louis Scipione

22 Years of Experience
Paramus, NJ
1 DisclosureMay Earn Commission

Louis Scipione is a CFP-designated registered investment advisor at Scipione Wealth Advisors, INC., based in Paramus, NJ, with 22 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 113 clients with $41M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
113 clients
Average Client Portfolio
$364K average
Assets Under Management
$41.2M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K1.75%
$50K - $150K1.50%
$150K - $250K1.25%
$250K+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

17 Arcadian Way Suite 102, Paramus, NJ, 07652

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History

Regulatory History (1)
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Employment Separation After Allegations
July 1997
Other Business Activities

Louis is the treasurer for the Allendale Chamber of Commerce, dedicating minimal time to maintaining the checkbook and preparing reports. He is also the president of Scipione Wealth Management, Inc. and a 50% owner of Salameno Scipione Realty LLC and Scipione Realty I, LLC, spending a few hours per week on real estate management for each.

Employment History
Current Registrations
Scipione Wealth Advisors, INC.
June 2003 - Present · 22 yrs 11 mos
Previous Registrations
Summit Equities INC
February 2008 - February 2010 · 2 yrs
State Registrations2 states
NJNY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Louis Scipione - Financial Advisor | TrueAdvisor