Steven Calvelli is a registered investment advisor at Capital Enhancement, LLC, based in Warren, NJ, with 23 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 22 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee is negotiable. The firm may bundle tax preparation and financial advice with the investment advisory services for this fee.
Fee Estimator
Location
25 Independence Blvd, Suite 101, Warren, NJ, 07059
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Capital Enhancement, LLC
Previous Registrations
Pricewaterhousecoopers Investment Advisers LLC
State Registrations1 state
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