Anthony Girellini is a registered investment advisor at Principled Advisors, INC., based in Naples, FL, with 32 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, Retirement Planning. Their firm serves 150 clients with $15M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable based upon specific services required.
Fee Estimator
Location
Naples, 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 →Employment History
Current Registrations
Principled Advisors, INC.
Previous Registrations
Principled Advisors, INC.
Principled Advisors, INC.Broker
Emmett a Larkin Company, INC.Broker
Corporate Securities Group, INC.Broker
Taglich Brothers, D'amadeo, Wagner & CO., INC.Broker
Oppenheimer & CO., INC.Broker
State Registrations1 state
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