Clare Stenstrom is a CFP-designated registered investment advisor at Luesink Stenstrom Financial, based in New York, NY, with 5 years of industry experience. Clare operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 47 clients with $83M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Minimum fee for investment management is $10,000 per year ($2,500 per quarter). Assets held in employer retirement accounts can be managed for 0.5%-1% per year.
Fee Estimator
Location
475 Park Avenue South, Suite 2100, New York, NY, 10016
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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 →Other Business Activities
Clare is a co-owner of the Financial Transitionist Institute of Australia since November 2020, focusing on marketing and training. This activity requires a few hours per week.
Employment History
Current Registrations
Luesink Stenstrom Financial
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.