Anthony Falco
Anthony Falco is a registered investment advisor at Monere Wealth Management, INC., based in Schaumburg, IL, with 32 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 500 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum annualized advisory fee is 3.00%. Fees are negotiable and vary by tier as agreed in the client advisory contract.
Fee Estimator
Location
20 N. Martingale Road, Suite 450, Schaumburg, IL, 60173
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 Activities
Anthony is a church secretary, dedicating minimal time to this role and receiving no compensation. He also works as a golf coach at Schaumburg Christian School during the summer, dedicating a few hours per week.
Employment History
Current Registrations
Monere Wealth Management, INC.
Monere Investments, INC.Broker
Previous Registrations
David A. Noyes & CompanyBroker
M B Vick & CompanyBroker
Furman Selz IncorporatedBroker
Oppenheimer & CO., INC.Broker
State Registrations19 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.
Exams
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