Peter D'agati is a CFA-designated registered investment advisor at Stembrook Asset Management, LLC, based in Jersey City, NJ, with 18 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 39 clients with $130M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees may be negotiable. Accounts of members of the same household may be aggregated for purposes of determining the advisory fee.
Fee Estimator
Location
83 Wayne Street, Suite 101, Jersey City, NJ, 07302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Stembrook Asset Management, LLC
State Registrations2 states
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