AD
ChFC
AD
ChFC
Anthony Desantis
15 Years of Experience
Beverly Hills, MI
1 Disclosure
Anthony Desantis is a ChFC-designated registered investment advisor at Affluent Solutions, LLC, based in Beverly Hills, MI, with 15 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.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Co-Advisor Fee is 0.99% annually, payable quarterly in advance. This fee is in addition to fees charged by Matson Money and Charles Schwab or AXOS Advisor Services. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Beverly Hills, MI
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2009Denied
Employment History
Current Registrations
Affluent Solutions, LLC
June 2011 - Present · 14 yrs 11 mos
Previous Registrations
Park Avenue Securities LLC
November 2009 - June 2010 · 7 mos
State Registrations1 state
MI
Advisor
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
No exam information available for this advisor.