Steven Blandino
Steven Blandino is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Redwood Shores, CA, with 30 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B 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 $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
303 Twin Dolphin Drive, Suite 600, Redwood Shores, CA, 94065
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2010Customer Dispute
April 2006Other Business ActivitiesSells Insurance
Steven is involved in fixed insurance, The Rein Group LLC (a securities and insurance business), Beyond Medicare (offering Medicare and health insurance classes), and EducateU LLC. He is a partner and part owner of The Rein Group LLC and EducateU LLC.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
New England SecuritiesBroker
Woodbury Financial Services, INC.Broker
State Registrations16 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
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