Peter D'agati is a CFA-designated registered investment advisor at Stembrook Asset Management, LLC, based in Jersey City, NJ, with 19 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 37 clients with $150M 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% |
Managed liquidity assets are charged at a flat rate of 0.25%. Fees are negotiable.
Fee Estimator
Location
83 Wayne Street, Suite 101, Jersey City, NJ, 07302
Get directionsHistory
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
Stembrook Asset Management, LLC
State Registrations2 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.
Exams
More Advisors
- Casey Finneran, CFALord, Abbett & CO. LLC
- Natani Drati, CFPCharles Schwab & CO., INC.
- Jenna Vanleeuwen, CFPAligning Wealth
- Jason Rogers, CFPSchwab Wealth Advisory, INC.
- Ashish Sharma, CFADgs Capital Management
- Brendan Henry, CFAMorgan Stanley