Anthony Wauterlek is a registered investment advisor at Park Shore Partners LLC, based in Naples, FL, with 25 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 5 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Opportunity Funds charge 1.0% per annum (0.25% quarterly) plus a 10% performance fee. The Multi Asset Strategy Fund charges 0.75% per annum (0.1875% quarterly) plus strategy-specific incentive fees.
Fee Estimator
Location
3838 Tamiami Trail N, Suite 100, Naples, FL, 34103
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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 a portfolio manager at Park Shore Partners LLC, a hedge fund, dedicating nearly full-time hours to this role. He also works as a financial advisor and investment advisor representative at HBKS Wealth Advisors, spending about 10-20% of his time there.
Employment History
Current Registrations
Park Shore Partners LLC
Hbks Wealth Advisors
State Registrations1 state
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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