Conrad Pensavalle
Conrad Pensavalle is a registered investment advisor at Commonwealth Financial Network, based in Burlington, MA, with 45 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
1 Van de Graaff Drive, Suite 500, Burlington, MA, 01803
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
June 2007Customer Dispute
March 1984Other Business ActivitiesSells Insurance
Conrad is a fixed insurance agent under the DBA name Axial Financial Group. He also serves as an executor for a family trust and a non-testifying expert witness for a law firm.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Bt Alex. Brown IncorporatedBroker
Alex. Brown & Sons IncorporatedBroker
Cowen & CO.Broker
Bear, Stearns & CO. INC.Broker
Moseley, Hallgarten, Estabrook & Weeden, INC.Broker
State Registrations11 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.