Stephen Mandracchia is a CFP-designated registered investment advisor at Tulip Financial Planning LLC, based in Harvest, AL, with 4 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Medical Professionals, and 1 more. Their firm serves 24 clients with $2.9M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Location
Harvest, AL
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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
Tulip Financial Planning LLC
Previous Registrations
Entrewealth
Dew Wealth Management
Ironwood Investment Counsel, LLC
Morgan Stanley
Morgan StanleyBroker
Ameriprise Financial Services, INC.Broker
Charles Schwab & CO., INC.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.