SC
SC

Stephen Corsano

11 Years of Experience
Belle Mead, NJ

Stephen Corsano is a registered investment advisor at Freedom Money Management LLC, based in Belle Mead, NJ, with 11 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$640K

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.00%
$1.0M - $2.0M0.75%
$2M+0.75%

Fees negotiable for accounts over $2,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Belle Mead, NJ

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Freedom Money Management LLC
July 2015 - Present · 10 yrs 10 mos
Previous Registrations
Morgan Stanley Smith Barney LLC
August 2011 - April 2012 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2008 - February 2009 · 7 mos
State Registrations1 state
NJ
Advisor

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
No exam information available for this advisor.
Stephen Corsano - Financial Advisor | TrueAdvisor