Anthony Zaccagnino
Anthony Zaccagnino is a ChFC-designated registered investment advisor at Caldwell Investment Services LLC, based in Caldwell, TX, with 15 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1 clients with $35K 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 | 1.50% |
Fees are generally negotiable. The fee is based on the average daily balance of the client's account throughout the billing period.
Fee Estimator
Location
Caldwell, TX
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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 non-employee instructor with Management Concepts, Inc., which provides financial and training classes for government and military entities.
Employment History
Current Registrations
Caldwell Investment Services LLC
Previous Registrations
American Express Financial Advisors, INC.
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.
Exams
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