Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WIA charges fees based on a percentage of assets under management, not exceeding 3.00% annually, and may be negotiated. Fees are calculated monthly in advance. Financial planning fees range from $1,000 to $5,000 or $100 to $275 per hour, depending on complexity. WIA may also charge a platform fee of up to 0.05% annually, with a minimum of $100 annually, prorated monthly. Strategy Fees, Tax Management Fees (TMO), and Direct Indexing Fees (CSDI) may apply in addition to the advisory fee.
Areas of Practice
Advisor Information
Office location
437 Newman Springs Road, Lincroft, NJ, 07738
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony is a representative at Point Vantage LLC since 2007 and an owner/financial advisor at Point Vantage Financial Services, LLC since 2015. He also organizes small group travel excursions with Sojourn, dedicating a few hours per week, and sells life and health insurance.