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Samantha Lompado

Consolidated Portfolio Review CORP
13 Years of Experience
Pennington, NJ
4 DisclosuresSells Insurance
View SEC Summary
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Samantha Lompado is a registered investment advisor at Consolidated Portfolio Review CORP, based in Pennington, NJ, with 13 years of industry experience. Samantha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,228 clients with $1.6B in assets under management.

Consolidated Portfolio Review CORP
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
66 advisors
Number of Clients
6,228 clients
Average Client Portfolio
$256K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$90
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.50%
$100K - $250K2.25%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.75%

Shows the tiered billing schedule maximum annual advisory fees. The firm also offers threshold billing, flat percentages, and flat annual fees. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

23 Route 31N, Suite A-12, Pennington, NJ, 08534

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 2023
Pending
Regulatory
March 2023
Final
Regulatory
November 2021
Final
Regulatory
August 2021
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Samantha is the President/Investment Advisor Representative at Scopo Capital Planning, spending most of her time managing securities accounts and providing financial planning services. She also sells fixed insurance products and fixed indexed annuities, dedicating a few hours per week, and is involved with a charity and a volunteer board.

Employment History
Current Registrations
Consolidated Portfolio Review CORP
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Royal Alliance Associates, INC.
November 2018 - May 2023 · 4 yrs 6 mos
Royal Alliance Associates, INC.Broker
November 2018 - May 2023 · 4 yrs 6 mos
Signator Investors, INC.
April 2017 - November 2018 · 1 yr 7 mos
Signator Investors, INC.Broker
April 2017 - November 2018 · 1 yr 7 mos
Northwestern Mutual Investment Services,llc
August 2013 - April 2017 · 3 yrs 8 mos
Northwestern Mutual Investment Services, LLCBroker
November 2012 - April 2017 · 4 yrs 5 mos
State Registrations16 states
ALCACODCGAIAILMAMDMIMOMSNJNYPATX
Advisor

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
No exam information available for this advisor.
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