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Anthony Fusco

1 Year of Experience
Sarasota, FL

Anthony Fusco is a registered investment advisor at Suncoast Capital Management, based in Sarasota, FL, with 1 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1 clients with $1M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
1 client
Average Client Portfolio
$1.0M average
Assets Under Management
$1.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Suncoast Capital Management charges a fee based on your portfolio's performance. You'll pay 2% of your portfolio's value each year, plus 20% of any increase in value. If your portfolio loses value, you won't pay the 20% performance fee until it reaches its previous high value. These fees are negotiable.

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Location

Sarasota, FL

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Anthony is a partner at Blue Horizon Capital, a research firm. He dedicates a few hours per week to this activity.

Employment History
Current Registrations
Suncoast Capital Management
July 2024 - Present · 1 yr 10 mos
State Registrations2 states
FLPA
Advisor

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
No exam information available for this advisor.