Stephen Esposito is a CFP-designated registered investment advisor at Accretive Wealth Partners, LLC, based in Parsippany, NJ, with 17 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 204 clients with $500M 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 | 0.90% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees may be negotiable. AWP has a Client Alignment Programtm (CAP) that may voluntarily waive a portion of the investment advisory fee. AWP calculates its fee with respect to assets allocated to bond separate account managers in accordance with the following schedule: - On Assets up to $1,000,000: 0.40% - On Assets: $1,000,001+: 0.30% To the extent a portion of a Client’s assets is allocated to individual bond managers, those assets are not aggregated with the portion of the Client’s assets that are managed directly by AWP for purposes of calculating investment advisory fees.
Fee Estimator
Contact
Stephen Esposito
Location
1 Gatehall Drive, Suite 207, Parsippany, NJ, 07054
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Accretive Wealth Partners, LLC
Previous Registrations
Mutual Securities, INC.Broker
LPL Financial LLCBroker
Macro Consulting Group
Sii Investments, INC.Broker
New England SecuritiesBroker
State Registrations1 state
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