Steven Trigili
Steven Trigili is a registered investment advisor at Garden State Investment Advisory Services, LLC, based in Red Bank, NJ, with 33 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 2,122 clients with $560M 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
328 Newman Springs Road, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (1)
Regulatory
March 2014Other Business ActivitiesSells Insurance
Steven is licensed in life and health insurance since 1995, dedicating minimal time to it, and also engages in independent compliance and regulatory consulting, taking a few hours per week. He also works as an adjunct instructor at multiple universities and is involved in real estate through SDT Resources, LLC, dedicating minimal time to it.
Employment History
Current Registrations
Garden State Investment Advisory Services, LLC
Garden State Securities, INC.Broker
Previous Registrations
PHD CapitalBroker
International Planning Alliance, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Thomas James Associates, INC.Broker
Westfield Financial CorporationBroker
Hibbard Brown & CO., INC.Broker
State Registrations3 states
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.