Anthony Franchimone
Anthony Franchimone is a registered investment advisor at Sageview Advisory Group, LLC, based in San Diego, CA, with 35 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,497 clients with $240B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SageView offers investment management services to individual clients, charging an annual fee based on the amount of assets managed. This fee typically ranges from 0.55% to 1.50% of the portfolio's value, but will not exceed 2.00%. The exact fee is determined by the size, nature, complexity, and services required for the client's account. Fees are charged quarterly in advance. For accounts managed through the Pontera platform, the fee is also between 0.55% and 1.50%, but no greater than 2.00%.
Location
9920 Pacific Heights Blvd, #150, San Diego, CA, 92121
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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 provides investment advisory services through RBG and Resources Investment Advisors LLC, dedicating about half of his time to these activities. He also acts as an agent/advisor with insurance companies through BackNine Insurance Services, spending minimal time on this, and is part of the financial advisor management team at DFI Management.
Employment History
Current Registrations
Sageview Advisory Group, LLC
Previous Registrations
Cetera Wealth Services, LLCBroker
Triad Advisors LLCBroker
Onedigital Investment Advisors
LPL Financial LLC
LPL Financial LLCBroker
Independent Financial Partners
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Girard Securities, INC.
Girard Securities, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
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.