AM
CFP

Anthony George Muttillo

31 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
12 advisors
Number of Clients
894 clients
Average Client Portfolio
$216K average
Assets Under Management
$192.9M

Fee Structure

Minimum Investment:None
Financial Plan Fee:$500 - $5,000
Hourly Rate:$100 - $400/hr

New Century charges fees for financial planning and consulting, ranging from $500 to $5,000 on a fixed fee basis or $100 to $400 hourly. Investment management and wealth management fees are based on a percentage of assets under management, varying between 0.25% and 2.75% annually. These fees are generally exclusive of brokerage commissions and other related costs. Fees may be negotiable based on certain criteria.

Areas of Practice
Retirement PlanningEstate PlanningInvestment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

One Airport Place, Suite 3, Princeton, NJ, 08540

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Regulatory History
Clean regulatory record

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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Other Business Activities

Anthony owns AGM Financial Services, Inc., where he prepares tax returns and maintains accounting records, taking about half his time. He also serves as a trustee for a trust and provides advisory services through New Century Financial Group, dedicating minimal time and about a quarter of his time, respectively.

Employment History
Current Registrations
New Century Financial Group, LLC
November 2015 - Present · 10 yrs 2 mos
Osaic Wealth, INC. Broker
February 1994 - Present · 31 yrs 11 mos
Previous Registrations
Agm Financial Services, INC.
February 2016 - December 2016 · 10 mos
Agm Financial Services, INC.
October 2003 - December 2015 · 12 yrs 2 mos
State Registrations13 states
CACTDEFLMAMDMENCNJNYOHPASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.