Steven Zanolli
Steven Zanolli is a registered investment advisor at Sandy Morris Financial & Estate Planning Services, LLC, based in Tampa, FL, with 24 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. Their firm serves 767 clients with $180M 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 | 1.85% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.65% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable based on various factors. Sub-advisor fees are in addition to Sandy Morris Financial's fees.
Fee Estimator
Location
10015 Gallant Lane, Tampa, FL, 33625
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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
Sandy Morris Financial & Estate Planning Services, LLC
Previous Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
G.F. Investment Services, LLCBroker
Global Financial Private Capital, LLC
USA Tax & Insurance Services, INC.
Midamerica Financial Services, INC.Broker
Berthel, Fisher & Company Financial Services, INC.Broker
Legacy Financial Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw 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.