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Rocco Santomenno

14 Years of Experience
Fair Lawn, NJ

Rocco Santomenno is a registered investment advisor at Rocco R. Santomenno, based in Fair Lawn, NJ, with 14 years of industry experience. Rocco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 82 clients with $52M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
82 clients
Average Client Portfolio
$630K average
Assets Under Management
$51.7M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Fair Lawn, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Rocco is the president of Gold Ring Investments, Inc., a mortgage placement company. He dedicates a few hours per week to this non-investment related activity since 2007.

Employment History
Current Registrations
Rocco R. Santomenno
February 2012 - Present · 14 yrs 3 mos
State Registrations4 states
FLNJNYTX
Advisor

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
No exam information available for this advisor.
Rocco Santomenno - Financial Advisor | TrueAdvisor