Stephen Scialo is a registered investment advisor at Key Group Management, INC., based in Kennett Square, PA, with 5 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 337 clients with $300M 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 $5.0M | 1.25% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable and billed pro-rata quarterly in advance.
Fee Estimator
Location
1204 Benjamin Drive, Kennett Square, PA, 19348
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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
Key Group Management, INC.
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Chimera Securities, LLCBroker
Morgan Stanley
Morgan StanleyBroker
1st Global Capital CORP.Broker
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.
Exams
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