Nicholas Stenger
Nicholas Stenger is a registered investment advisor at Stenger Family Office, LLC, based in Naperville, IL, with 8 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 834 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stenger Family Office offers investment management services for an annual fee based on the amount of your portfolio. This fee ranges from 0.35% to 1.25% per year, depending on the size and composition of your portfolio, the services you receive, and who provides the services. The fee can include access to Stenger+ content, as well as an allowance for tax preparation and estate planning services. The fee is charged monthly, based on the average daily balance of your account.
Location
Naperville Financial Center, 400 East Diehl Road, Suite 550, Naperville, IL, 60563
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Regulatory History (1)
Customer Dispute
March 2023Other Business Activities
Nicholas is a co-founder and manages operations for Stenger Tax Advisory LLC, a certified public accounting firm. Starting August 1, 2023, a CPA owner/partner will take over these duties, and Nicholas spends minimal time on this activity.
Employment History
Current Registrations
Stenger Family Office, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations2 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.