Advisor at S & A Financial Strategies & Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
S & A Financial Strategies & Services, LLC
Location
Cherry Hill, NJ 08034
Credentials
CFP®, ChFC®, Series 66
Industry experience
23 years
Steven Tambone is a CFP® and ChFC® with 23 years of industry experience. He has been the sole advisor at S & A Financial Strategies & Services, LLC since 2012. S & A Financial Strategies & Services, LLC is a fee-only registered investment adviser serving primarily individual clients and a smaller number of small businesses and corporations. The firm focuses on life-goals financial planning and ongoing tracking combined with investment management, typically using low-expense, no-load mutual funds and ETFs, with accounts monitored weekly and managed in a primarily non-discretionary manner.
Based on S & A Financial Strategies & Services, LLC
$0 - $500,000: 1.2% $500,001 - $1,000,000: 1.0% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.5%
$350 per hour for Life Goals Planning and General Consulting
Account minimum: $400,000 Minimum fee: Minimum financial planning fee of $1,500 for Life Goals Planning Fee-only: Firm is fee-only, no commissions or other compensation from anyone
1101 North Kings Highway Suite 204
Cherry Hill, NJ 08034
New Jersey · Pennsylvania
S & A Financial Strategies & Services , LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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