Angelo Cilia
Angelo Cilia is a registered investment advisor at Ameritas Advisory Services, LLC, based in Fairchance, PA, with 44 years of industry experience. Angelo is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.
Fee Estimator
Location
47 N Morgantown St, Fairchance, PA, 15436
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
Angelo is a licensed independent insurance agent selling fixed insurance products and approved to offer life settlements. He also evaluates coin collections and is a partner in Canvas Financial, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
The Advisors Group, INC.
The Advisors Group, INC.Broker
Coordinated Capital, LTD.Broker
St. Paul Investors, INC.Broker
State Registrations35 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.