Steven Quirini
Steven Quirini is a registered investment advisor at Monere Wealth Management, INC., based in Schaumburg, IL, with 17 years of industry experience. Steven is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 500 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum annualized advisory fee is 3.00%. Fees are negotiable and vary by tier as agreed in the client advisory contract.
Fee Estimator
Location
20 N. Martingale Road, Suite 450, Schaumburg, IL, 60173
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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
Monere Wealth Management, INC.
Monere Investments, INC.Broker
Previous Registrations
Sanctuary Advisors, LLC
David A. Noyes & Company
Sanctuary Securities, INC.Broker
State Registrations26 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.
Exams
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