Anthony Waskiewicz is a CFA-designated registered investment advisor at Allocator Solutions, LLC, based in Clayton, MO, with 8 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. Their firm serves 1 clients with $510M 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 $50.0M | 0.50% |
| $50.0M - $250.0M | 0.25% |
| $250M+ | 0.12% |
Allocator Solutions has the discretion to negotiate lower fees or waive fees in individual cases.
Fee Estimator
Location
8301 Maryland Ave, Suite 300, Clayton, MO, 63105
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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 Activities
Anthony is a board member of the St. Louis County Retirement Board since April 2023, voting on matters involving the county pension plan. This activity requires minimal time each month.
Employment History
Current Registrations
Allocator Solutions, LLC
Ior
Previous Registrations
Highline Wealth Management, LLC
Meltzer Wealth Management
Morgan Stanley
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.