Anthony Dastice
Anthony Dastice is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Anthem, AZ, with 32 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 30,369 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners does not set a firm-wide investment management fee schedule. Instead, your advisor will determine an advisory fee based on the complexity of your portfolio, the services provided, and the platform used.
- The maximum annual advisory fee cannot exceed 3% of your portfolio.
- Depending on the account type (such as Pershing UPlan or third-party custodian accounts), there may be additional administration or program fees ranging from 0.05% to 0.19% per year, or flat monthly fees (such as $8 per month for certain custodian accounts).
- Your advisor will discuss and agree upon the specific fee structure with you before managing your investments.
Location
3428 W Anthem Way, Anthem, AZ, 85086
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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 ActivitiesSells Insurance
Anthony is a financial advisor for Copper State Credit Union and Copper State Wealth Management, and an IAR for PFG Advisors. He also engages in insurance and annuity sales through Highland Capital Pacific Southwest Financial, dedicating full-time hours to this activity.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Pfg Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Cue Financial Group, INC.
Cue Financial Group, INC.Broker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Ftb Advisors, INC.
First Tennessee Brokerage, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Banc of America Investment Services, INC.Broker
Abn Amro Investment Services, INC.Broker
Laughlin Group Advisors, INC.Broker
State Registrations15 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.