Stephen Belasco is a registered investment advisor at Staines Financial, LLC, based in Roseville, CA, with 12 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 2 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Staines Financial offers investment management services through a sub-advisor. The sub-advisor typically pays Staines Financial 0.75% of the account's net asset value, assessed monthly. The maximum management fee charged by the sub-advisor is 1.25% per year. The sub-advisor's fee and the fee paid to Staines Financial are negotiable.
Location
1420 Rocky Ridge Drive, Suite 250, Roseville, CA, 95661
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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
Staines Financial, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Springer Financial Advisors
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Bancwest Investment Services, INC.Broker
Spc
Parkland Securities, LLCBroker
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.