Kristen Tesoriero
Kristen Tesoriero is a registered investment advisor at Strategic Advisers LLC, based in Staten Island, NY, with 12 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Staten Island, NY
Get directionsHistory
Regulatory History (1)
Criminal
December 2006Other Business Activities
Kristen is a kickboxing trainer since 2021, dedicating about 10-20% of her time to this activity. She also volunteers as a high school girls' basketball coach, spending a few hours per week.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Ameriprise Financial Services, INC.Broker
John Thomas FinancialBroker
State Registrations53 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.