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Antonio Antunes

22 Years of Experience
Glenwood Springs, CO

Antonio Antunes is a registered investment advisor at Antunes International Investment Management, based in Glenwood Springs, CO, with 22 years of industry experience. Antonio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 23 clients with $17M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
23 clients
Average Client Portfolio
$722K average
Assets Under Management
$16.6M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.50%
$5M+0.25%

Fees may be negotiable based on assets under management, complexity of goals, and level of services rendered.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Glenwood Springs, CO

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Antunes International Investment Management
April 2008 - Present · 18 yrs 1 mo
Previous Registrations
A. G. Edwards & Sons, INC.
November 2003 - November 2005 · 2 yrs
Morgan Stanley
May 2000 - May 2003 · 3 yrs
State Registrations2 states
COFL
Advisor

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Exams
No exam information available for this advisor.