Steven Longa is a registered investment advisor at Emissary Wealth, based in Hackensack, NJ, with 3 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 181 clients with $160M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
The fee schedule is a blended tier based on the aggregate total of the client’s household account value(s).
Fee Estimator
Location
2 University Plaza Drive, Suite 511, Hackensack, NJ, 07601
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 →Other Business Activities
Steven is the owner and property manager of SL-Village LLC and owner and consultant for SLL Transport LLC. These activities are not investment-related and take a few hours per week each.
Employment History
Current Registrations
Emissary Wealth
State Registrations1 state
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