Anthony Locascio
Anthony Locascio is a CFP-designated registered investment advisor at Investment Capital Advisors, based in Clinton, NJ, with 43 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 358 clients with $89M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Wrap fee program accounts under $50,000 may be charged up to 3.0% per year. Fees may be negotiated.
Fee Estimator
Location
116 West Main St., Clinton, NJ, 08809
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2018Customer Dispute
January 2018Regulatory
January 2005Other Business ActivitiesSells Insurance
Anthony is involved in several business activities, including financial services and tax preparation, insurance sales (fixed annuities, disability, life, and long-term care), real estate, and tax planning. He also owns an insurance agency for property and casualty lines, and is a stand up comedian and children's book author.
Employment History
Current Registrations
Investment Capital Advisors
Previous Registrations
Investment Capital Advisors LLC
Kovack Advisors, INC.
Kovack Securities INC.Broker
Prosperity Capital Advisors
Resource Horizons Group LLCBroker
Questar Capital CorporationBroker
Questar Asset Management, INC.
Anthony Locascio Consulting, LLC
Fsc Securities Corporation
Fsc Securities CorporationBroker
Pan-American Investment Advisers, INC.
Pan-American Financial AdvisersBroker
Securities Service Network, INC.Broker
Investment Counseling, INC.Broker
Brokers Transaction Services, INC.Broker
Investment Advisors & Consultants, INC.Broker
Tfs Securities, INC.Broker
Monarch Investments INC.Broker
Stuart Stone & CompanyBroker
Focus Securities, INC.Broker
Cardell & Associates, IncorporatedBroker
First Investors CorporationBroker
Investment Advisors & Consultants, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.