Staci Compagno
Staci Compagno is a registered investment advisor at Portside Wealth Group, LLC, based in Provo, UT, with 24 years of industry experience. Staci operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 5,384 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portside Wealth Group charges an annual fee for managing your investments, ranging from 0% to 2% of your portfolio's value. The exact percentage depends on the size of your portfolio, the complexity of the services, and the level of administration you request. The fee is calculated based on the balance at the end of the previous quarter and is billed quarterly in advance. The fee is negotiable.
Location
3507 N University Ave, Suite 150, Provo, UT, 84604
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2016Other Business Activities
Staci is a member of SJ Metal Designs LLC, which creates and sells sheet metal parts and artwork. Staci's activity involves the accounting of the business development and takes minimal time during business hours.
Employment History
Current Registrations
Portside Wealth Group, LLC
Previous Registrations
Dfpg Investments, LLCBroker
Townsquare Capital, LLC
Allegis Investment Services, LLCBroker
Allegis Investment Advisors, LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Insphere Securities, INC.Broker
Zions Direct, INC.Broker
State Registrations1 state
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.