Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Global Family Office primarily charges fees based on a percentage of assets under management. Clients may also incur additional fees such as custody fees, brokerage fees, and investment management fees payable to investment managers. Clients utilizing the RPWA Program also bear an asset-based Relationship Fee and a Platform Fee for all eligible accounts excluding Title 1 ERISA account types.
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Advisor Information
Office location
45 Rockefeller Plaza, Floor 5, New York, NY, 10111
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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.
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Anthony owns a condo in Hoboken, NJ, which he rents out, dedicating minimal time annually. He also serves as an advisory board member for both the Batten Disease Support & Research Association and Drew's Hope Research Foundation, spending a few hours per week combined on these charitable activities.