Anthony Falco is a registered investment advisor at Monere Wealth Management, INC., based in Schaumburg, IL, with 31 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, 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 fee is 3.00%. All fees are negotiable. Minimum household portfolio value of $50,000 ($25,000 for Mutual funds and ETFs) and a minimum quarterly fee of $250.
Fee Estimator
Location
20 N. Martingale Road, Suite 450, Schaumburg, IL, 60173
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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 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.