Anthony N. Caruso

Gladstone Wealth Partners

42 Years of Experience

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Firm Information

Gladstone Wealth Partners

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

97 advisors

Number of Clients

7,910 clients

Average Client Portfolio

$625K average

Assets Under Management

$4.9B

Fee Structure

Minimum Investment:None

Gladstone Wealth Partners primarily offers portfolio management services through various wrap fee programs. These programs may include additional costs such as custodial fees and fund expenses. The cost-effectiveness of a wrap fee account depends on trading activity. Gladstone Wealth Partners does not specify a minimum annual fee or financial planning fees.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Advisor Information

Office location

2000 Pga Blvd., Suite 4440, Palm Beach Gardens, FL, 33408

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2001

Denied

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Other Business Activities

Anthony is affiliated with Gladstone Wealth Group and Gladstone Institutional Advisory, LLC, providing investment advisory services. These activities take up a significant portion of Anthony's time.