Vincent Pappalardo is a registered investment advisor at Stevens Capital Partners, based in Ronkonkoma, NY, with 2 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 582 clients with $600M 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 $375K | Included |
| $375K+ | 1.35% |
For accounts managed directly by Stevens Capital Partners, there is a flat fee of $5,000 for accounts valued at $375,000 or less. The annual fees are negotiable, pro-rated and paid in advance on a quarterly basis.
Fee Estimator
Location
Ronkonkoma, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Stevens Capital Partners
State Registrations3 states
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