Anthony Pascazio
Anthony Pascazio is a registered investment advisor at Reedmark Advisors, LLC, based in Somerville, NJ, with 22 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 29 clients with $400M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15.0M - $25.0M | 0.30% |
| $25M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Location
92 East Main Street, Suite 203, Somerville, NJ, 08876
Get directionsHistory
Regulatory 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 licensed insurance agent and offers clients advice and products related to insurance. This activity takes about a quarter of his time and involves a potential conflict of interest due to commissions.
Employment History
Current Registrations
Reedmark Advisors, LLC
Previous Registrations
Sf Advisors
Solenture Advisors LLC
Park Avenue Securities LLC
International Planning Alliance, LLC
State Registrations1 state
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.