Stephen Colella
Stephen Colella is a registered investment advisor at Snug Harbor Capital Management, LLC, based in Marshfield, MA, with 23 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, Investment Management, Retirement Planning. Their firm serves 19 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Snug Harbor Capital Management offers investment management services for a fee based on the value of your investments. The annual fee ranges from 1.00% to 1.50%, depending on the amount you invest and the type of investment services you receive. This fee does not include brokerage commissions or other transaction fees.
Location
Marshfield, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Snug Harbor Capital Management, LLC
Previous Registrations
Legg Mason Wood Walker INC
Donaldson Lufkin & Jenrette Securities Corporation
State Registrations1 state
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