Steven Stanganelli
Steven Stanganelli is a CFP-designated registered investment advisor at Clear View Wealth Advisors, LLC, based in Amesbury, MA, with 23 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 46 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clear View Wealth Advisors offers several investment management options:
- Legacy Asset Management: Fees are tiered based on the amount invested.
- Flat Rate Asset Management: 0.80% on the first $400,000 and 0.60% above that, offered with a flat-rate financial or tax planning program.
- Betterment Platform: 0.40% per year.
- Fixed-Fee Investment Management with Planning Services: Fixed monthly fees based on investable assets or net worth, combined with limited-scope planning services.
- WealthCare Total Management Service (Platinum Level): Negotiated flat annual fee bundle with a minimum of $6,500 per year, based on net worth and net income.
- Alternative Investments (DSTs and UPREITs): Fees range from 0.20% to 0.40% for Clear View, plus 0.10% to 0.60% for the sub-advisor, depending on the amount invested.
- Exchange (aka Swap) Funds: Fees range from 0.25% to 0.40% depending on the amount invested.
- In-Service Qualified Plans: Reduced, negotiable management fee schedule.
Contact
Steven Stanganelli
Location
Amesbury, MA
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Clear View Wealth Advisors, LLC
Previous Registrations
Quest Financial Services, INC.
Focus Capital Wealth Management, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Investors Capital Advisory
Eastern Point Advisors INC.
State Registrations3 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
Additional Information
PERSONAL NOTE from STEVE STANGANELLI