Stephen Lulla is a registered investment advisor at Maidstone Wealth Management, LLC, based in Cambridge, NY, with 4 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 33 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 1.00% |
| $2M+ | 1.00% |
For assets between $500,000 and $2,000,000, the fee is 1.0% for equities and 0.50% for fixed income and cash. Fees are negotiable for amounts greater than $2,000,000.
Fee Estimator
Location
4 East Main Street, Suite B, Cambridge, NY, 12816
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Maidstone Wealth Management, LLC
State Registrations1 state
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