Marion Tambone
Marion Tambone is a registered investment advisor at S & a Financial Strategies & Services, LLC, based in Cherry Hill, NJ, with 7 years of industry experience. Marion operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 39 clients with $16M 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 | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
The advisor may charge a reduced annual fee and/or waive the $400,000 minimum requirement based upon certain criteria.
Fee Estimator
Location
1101 North Kings Highway - Suite 204, Cherry Hill, NJ, 08034
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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 →Other Business Activities
Marion works as an auditor at Conner Strong & Buckelew, an insurance and risk management company, employee benefits and consulting. This role takes up a full-time commitment.
Employment History
Current Registrations
S & a Financial Strategies & Services, LLC
State Registrations1 state
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