Steven Tambone
Steven Tambone is a CFP, ChFC-designated registered investment advisor at S & a Financial Strategies & Services, LLC, based in Cherry Hill, NJ, with 23 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. 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
Contact
Steven Tambone
Location
1101 North Kings Highway - Suite 204, Cherry Hill, NJ, 08034
Get directionsHistory
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
S & a Financial Strategies & Services, LLC
Previous Registrations
Waddell & Reed, INC.
State Registrations2 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.
Exams
Additional Information
Steve enjoys spending time with his wonderful wife Marion and their pets. His interests include current events, athletics and Italy - its beauty, history, language and culture. He enjoys writing on a variety of financial topics and about his experiences in Italy. Throughout his professional career he has enjoyed volunteer work with Junior Achievement, the Twilight Wish Foundation and Meals on Wheels.