Anthony Frezza is a CFP-designated registered investment advisor at Advanced Tax & Investments, INC., based in Rockledge, FL, with 26 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 81 clients with $27M 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 $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees for accounts over $2,000,000 are negotiable. The firm retains discretion to modify the fee structure based on portfolio size, complexity, and nature.
Fee Estimator
Location
1986 Us-1, Suite 102, Rockledge, FL, 32955
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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 Activities
Anthony is the founder and principal of Asset Architects, a wealth advisory firm offering tax, financial planning, and asset management services. He spends the vast majority of his time at Asset Architects and a minimal amount of time on money management with TAM Portfolios.
Employment History
Current Registrations
Advanced Tax & Investments, INC.
Previous Registrations
Tam Portfolios, LLC
National Planning Corporation ("npc of America" in Fl & Ny)
State Registrations2 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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