Steven Musmanno
Steven Musmanno is a registered investment advisor at Aps Wealth Management, LLC, based in Melville, NY, with 25 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 180 clients with $310M 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.75% |
| $4M+ | 0.75% |
Fees are negotiable for accounts over $4,000,000.
Fee Estimator
Location
1 Huntington Quadrangle, Suite 3N03, Melville, NY, 11747
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2008Other Business ActivitiesSells Insurance
Steven sells various insurance products including fixed, health, and dental since 2005. He also works as a consultant/referral source for new qualified retirement plans with APS Pension Services, dedicating a few hours per week.
Employment History
Current Registrations
Aps Wealth Management, LLC
Previous Registrations
AXA Advisors, LLC
AXA Advisors, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Starling Capital, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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