Anthony Larosa
Anthony Larosa is a CFP-designated registered investment advisor at Private Counsel Group, LTD., based in Indianapolis, IN, with 28 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 63 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PCG charges a fee based on a percentage of the value of your portfolio each year. The fees are calculated on the household asset value and billed monthly. The specific fees are outlined in your Investment Advisory Agreement. PCG may negotiate a lower advisory fee or waive the minimum fee based on account size, portfolio complexity, or other reasons.
Location
Indianapolis, IN
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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 is the Owner/Managing Director of Private Counsel Group, LTD, providing investment advisory and financial planning services since 2018, dedicating a significant amount of time to this role. He is also an Indiana-resident insurance agent, selling fixed insurance products, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Private Counsel Group, LTD.
Previous Registrations
American Global Wealth Management, INC.Broker
Wwk Investments, INC.Broker
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Mutual Service CorporationBroker
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.