Anthony Durkin
Anthony Durkin is a registered investment advisor at Durkin Investment Group, LLC., based in Spring Lake Heights, NJ, with 13 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 64 clients with $69M 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 | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 1.00% |
Fees negotiable above $2,500,000.
Fee Estimator
Location
Spring Lake Heights, NJ
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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 Activities
Anthony provides revenue and accounts receivable consulting services since 2017. This non-investment related activity takes a few hours per week, including minimal time during securities trading hours.
Employment History
Current Registrations
Durkin Investment Group, LLC.
Previous Registrations
Villafranco Wealth Management
State Registrations3 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.