Donald Antonacio
Donald Antonacio is a registered investment advisor at Bcg Securities, INC., based in Lower Gwynedd, PA, with 33 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,181 clients with $890M 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 $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable on a case-by-case basis. No fee will exceed 1.50% without specific approval from the firm's Compliance Officer.
Fee Estimator
Location
1001 North Bethlehem Pike, Lower Gwynedd, PA, 19002
Get directionsHistory
Regulatory History (8)
Customer Dispute
June 2004Customer Dispute
March 2004Customer Dispute
March 2004Customer Dispute
March 2004Employment Separation After Allegations
October 2003Employment Separation After Allegations
October 2003Customer Dispute
January 2003Customer Dispute
November 2002Employment History
Current Registrations
Bcg Securities, INC.
Bcg Securities, INC.
Bcg Securities, INC.Broker
Previous Registrations
AXA Advisors, LLC
Progress Financial Advisors
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations17 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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