Stephen Conte is a registered investment advisor at Conte Asset Management, LLC, based in Incline Village, NV, with 8 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
Incline Village, NV
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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
Stephen is the CFO of Blue Sky Corporate Ranch, LLC, a hospitality business. He spends minimal time on these CFO duties.
Employment History
Current Registrations
Conte Asset Management, LLC
Previous Registrations
Presidio Capital Advisors LLC
Shepherd Kaplan LLC
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.