Advisor at De Cesare Retirement Specialists
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Firm
De Cesare Retirement Specialists
Location
Marlton, NJ 08053
Credentials
Series 63, Series 65
Industry experience
26 years
Stephen De Cesare is the sole advisor at De Cesare Retirement Specialists in Philadelphia, PA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with De Cesare Retirement Specialists since 2008 and previously worked at Triad Advisors, LLC from 2007 to 2019. In addition to his advisory role, he is an independent insurance broker licensed since 2000, selling insurance products on a commission basis. De Cesare Retirement Specialists is an independent registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities with approximately $34 million under management across about 95 client relationships. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and consulting, employing a range of analytical methods and investment instruments, including equities, mutual funds, ETFs, and certain hedging and cryptocurrency-related strategies.
Based on De Cesare Retirement Specialists
Fixed fees for financial planning services: $2,000 to $3,000 depending on investable assets
$0 - $500,000: 1.35% annually $500,001 - $1,000,000: 1.20% annually $1,000,001 - $2,000,000: 1.05% annually $2,000,001 - $5,000,000: 0.90% annually $5,000,001 - $10,000,000: 0.75% annually
Commission-based compensation for insurance products sold by licensed insurance agents affiliated with the firm
$375.00 per hour for financial planning and consulting services
Account minimum: $250,000 Fee-only: Hourly fee of $375.00 for financial planning and consulting services; Fixed fees for financial planning: $2,000 up to $500,000 in investable assets, $2,500 up to $1,000,000 in investable assets, $3,000 over $1,000,000 in investable assets
One Greentree Centre, 10,000 Lincoln Drive East, Ste 201
Marlton, NJ 08053
New Jersey · Pennsylvania
De Cesare Retirement Specialists
2008 - Present (18 years)
Triad Advisors, LLC
2007 - 2019 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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