AC
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
78 advisors
Number of Clients
11,572 clients
Average Client Portfolio
$261K average
Assets Under Management
$3.0B
Fee Structure
Minimum Investment:None
This firm offers a wrap fee program where you pay a single fee for investment advice and transaction costs. The maximum annual fee is 2.50% of assets under management or a flat annual fee, both are negotiable. Clients are also responsible for custodial fees and internal expenses of investment products like mutual funds and ETFs.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
Alexandria, VA
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
Anthony is involved in lighting control sales, which occupies about 10-20% of his time. This activity is not investment-related.
Employment History
Current Registrations
Advisor Resource Council
July 2018 - Present · 7 yrs 6 mos
Previous Registrations
360 Wealth Management, LLC
April 2015 - July 2016 · 1 yr 3 mos
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.