Gary Antone
Gary Antone is a registered investment advisor at Antone Asset Management, INC, based in Carlsbad, CA, with 29 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 43 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AAM's fee for investment advisory services is a percentage of the assets managed. The exact percentage is negotiated between AAM and the client, and will be between 0.50% and 3%. The fee includes investment recommendations and portfolio implementation.
Location
701 Palomar Airport Road Ste 300, Carlsbad, CA, 92011-1028
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
Gary owns Gary Antone Insurance Services, selling life insurance and annuities since 1988. He spends a few hours per week servicing policies and running illustrations.
Employment History
Current Registrations
Antone Asset Management, INC
Previous Registrations
H.D. Vest Advisory Services, INC
State Registrations2 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.