| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 0.60% |
| $500K - $1000K | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.30% |
Platform fee tier schedule is based on billable assets. PCA IARs have the discretion to charge varying fee levels for their advisor fee.
204 N. Winstead Avenue, Rocky Mount, NC, 27804
Get directionsNo 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 →Anthony owns Engrassia Investments LLC, investing in and managing real estate, and is co-owner of Wealth Management Strategies, the operating entity for his advisory and insurance business, where he spends full-time. He is also a licensed insurance agent selling various insurance products, dedicating about 10 hours per week to this activity.