Stephen Buonamano
Stephen Buonamano is a registered investment advisor at Charles Schwab & CO., INC., based in Palm Beach Gardens, FL, with 18 years of industry experience. Stephen 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
4675 PGA Boulevard, Palm Beach Gardens, FL, 33418
Get directionsHistory
Regulatory History (1)
Criminal
December 2001Other Business Activities
Stephen is a landlord for a rental property in Naples Park, Florida. He spends minimal time managing the income, expenses, and occasional property management tasks.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Strategic Advisers, INC.
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations21 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.