Tammy Pompei is a CFP-designated registered investment advisor at Braun-Bostich & Associates INC., based in Canonsburg, PA, with 9 years of industry experience. Tammy 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, Tax Planning. Their firm serves 269 clients with $250M 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 | 1.10% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $35.0M | 0.40% |
| $35M+ | 0.35% |
The Advisor generally requires a minimum annual fee of $11,000. Accounts with under $500,000 in AUM will be charged an annual fee of 1.35%. Fees may be negotiable.
Fee Estimator
Location
1600 Ashwood Drive, Ste 1601, Canonsburg, PA, 15317
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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
Braun-Bostich & Associates INC.
Previous Registrations
Ameriprise Financial Services, INC.Broker
State Registrations1 state
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