Anthony Nahra
Anthony Nahra is a CFP-designated registered investment advisor at The Sterling Group, based in Pasadena, CA, with 31 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 281 clients with $470M 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 $500K | 1.25% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Maximum annual advisory fee is 1.75% and fees are negotiable. Household accounts may be grouped together for tiered pricing.
Fee Estimator
Location
225 S. Lake Avenue, Suite 1075, Pasadena, CA, 91101
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 sells life, disability, long-term care, and fixed insurance products through The Sterling Group, dedicating minimal time to this activity. He also acts as co-trustee of his father's living trust and holds power of attorney for his father, and owns partial interests in real estate.
Employment History
Current Registrations
The Sterling Group
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Sunamerica Securities, INC.Broker
CueBroker
Linsco/private Ledger CORP.Broker
CueBroker
Allmerica Investments, INC.Broker
State Registrations4 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.
Exams
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