Anthony Martinelli
Anthony Martinelli is a registered investment advisor at Jacobi Capital Management, LLC, based in Pittston, PA, with 31 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 2,853 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Jacobi Capital Management's investment advisory services are offered for an annual fee based on a percentage of the assets they manage. The annual fee is negotiable.
The fees are:
- $100,000 to $1,000,000: Fees up to 1.5% per year
- $1,000,001 to $5,000,000: Fees up to 1.25% per year
- Over $5,000,000: Fees up to 1.00% per year
Location
154 Enterprise Way, Pittston, PA, 18640
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2024Customer Dispute
June 2004Other Business ActivitiesSells Insurance
Anthony operates Jacobi Wealth Advisors as a DBA for his LPL business and Jacobi Capital Management, LLC, a registered investment advisor, taking up about 60% of his time. He also engages in non-variable and fixed insurance sales, solicits group health benefits through Jacobi Holdings LLC, and owns MMVC Real Estate Holdings LLC for real estate rentals.
Employment History
Current Registrations
Jacobi Capital Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
New England Securities Corporation
New England SecuritiesBroker
State Registrations14 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.