Stephen Pomanti is a CFP, ChFC-designated registered investment advisor at Sp Retirement LLC, based in Downington, PA, with 10 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | Included |
| $1M+ | 0.50% |
For the portion of assets under management of $1,000,000 or less, wealth management fees are assessed at a fixed annual fee of $5,500. The Advisor’s total fees will not exceed 3.00% of Client’s assets under management.
Fee Estimator
Location
Downington, PA
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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
Sp Retirement LLC
Previous Registrations
Wealth Enhancement Brokerage Services, LLCBroker
Wealth Enhancement Advisory Services, LLC
Cetera Investment Advisers LLC
Cetera Advisor Networks LLCBroker
Mclean Asset Management CORP.
Vanguard Marketing CorporationBroker
Vanguard Advisers, INC.
Global Atlantic Distributors, 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.