Anthony Perrone
Anthony Perrone is a ChFC-designated registered investment advisor at Ameritas Advisory Services, LLC, based in Altamonte Springs, FL, with 33 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.
Fee Estimator
Location
305 Douglas Ave, Altamonte Springs, FL, 32714
Get directionsHistory
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 a licensed independent insurance agent selling fixed insurance products, including life insurance and long-term care, and is the owner/president of Estate & Business Planning Group, dedicating a few hours per week. He also manages a building owned by TDTN, LLC, and is writing/selling books through Platinum Advisors and TP Books, LLC, spending minimal time on these activities.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Estate and Business Planning Group, PA
Estate and Business Planning Group, PA
Ameritas Advisory Services
1717 Capital Management Company
1717 Capital Management CompanyBroker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations38 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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