Stephen Decesare
Stephen Decesare is a CFP-designated registered investment advisor at Decesare Retirement Specialists, based in Marlton, NJ, with 26 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 95 clients with $34M 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 | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.05% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable on a client-by-client basis. For accounts held directly at American Funds, the fee is 1.00% per annum and is non-negotiable.
Fee Estimator
Location
One Greentree Centre, 10,000 Lincoln Drive East, Ste 201, Marlton, NJ, 08053
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2012Other Business ActivitiesSells Insurance
Stephen works as an independent insurance broker since 2000, earning commissions from insurance policy sales. This activity requires a few hours per week.
Employment History
Current Registrations
Decesare Retirement Specialists
Previous Registrations
Triad Advisors LLCBroker
Royal Alliance Associates, INC.Broker
Investment Advisors Asset Management, LLC
Investment Advisors & Consultants, INC.Broker
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.