Steven Nassoura is a CFP-designated registered investment advisor at Creegan & Nassoura Financial Group, LLC, based in Stratham, NH, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 150 clients with $280M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Compensation terms for investment advisory services or advice to clients on matters not involving securities, may be negotiated under certain circumstances such as to meet competition; where assets of several accounts within a related group are combined to determine the applicable fee or when a different level of service is required.
Fee Estimator
Location
Stratham, NH
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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
Cmh Wealth Management, LLC
Creegan & Nassoura Financial Group, LLC
State Registrations4 states
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