AO
AO
Anthony Orphanos
13 Years of Experience
New York, NY
1 Disclosure
Anthony Orphanos is a registered investment advisor at Blacksmith Advisors LLC, based in New York, NY, with 13 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 25 clients with $9M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
25 clients
Average Client Portfolio
$361K average
Assets Under Management
$9.0M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Investment advisory fee is negotiable at Blacksmith's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
New York, NY
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Regulatory History (1)
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Customer Dispute
July 2017Settled
Employment History
Current Registrations
Blacksmith Advisors LLC
January 2013 - Present · 13 yrs 4 mos
State Registrations2 states
MANY
Advisor
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
No exam information available for this advisor.