Anthony Adamo
Anthony Adamo is a registered investment advisor at Independent Financial Partners, based in Palm Harbor, FL, with 36 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, Real Estate Investing. Their firm serves 54,154 clients with $16B 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 $30.0M | 1.65% |
| $30.0M - $60.0M | 1.25% |
| $60.0M - $90.0M | 1.10% |
| $90M+ | 1.00% |
Fees apply to the entire average daily assets under advisement when a threshold is met, rather than on a marginal basis.
Fee Estimator
Location
Palm Harbor, FL
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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 ActivitiesSells Insurance
Anthony operates under the DBA Wealth Advisors Who Care as an investment advisor. He also sells and services fixed/indexed annuities, life insurance, and LTC, dedicating about 10-20% of his time to this activity. Additionally, Anthony co-owns Cabin Legacy, LLC, a short-term rental cabin business, with his spouse, spending a few hours per week on it.
Employment History
Current Registrations
Independent Financial Partners
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Fidelity Brokerage Services, INC.Broker
Nationsbanc Investments, INC.Broker
Barnett Investments, INC.Broker
Barnett Investments, INC.Broker
The Dreyfus Service CorporationBroker
State Registrations1 state
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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