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Anthony Dietrich

27 Years of Experience
Gainesville, VA
3 DisclosuresSells Insurance

Anthony Dietrich is a registered investment advisor at Blackridge Asset Management, LLC, based in Gainesville, VA, with 27 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,433 clients with $220M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
69 advisors
Number of Clients
2,433 clients
Average Client Portfolio
$89K average
Assets Under Management
$216.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees range from 0.25% to 2.50% annually depending on the program, services provided, account size, and negotiation with your representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

7350 Heritage Village Plaza #102, Gainesville, VA, 20155

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
March 2020
Final Disposition
Regulatory
November 2019
Final
Regulatory
August 2005
Final
Other Business ActivitiesSells Insurance

Anthony owns ASquared LLC, Mosquito Tek/Eco Tek, ABT LLC, D2 Management LLC, and Toler Management LLC. He is also the President of Asset Planning Strategies, an insurance/investment firm, dedicating more than full-time hours to this role.

Employment History
Current Registrations
Blackridge Asset Management, LLC
May 2018 - Present · 8 yrs 5 mos
Previous Registrations
Retirement Wealth Advisors, INC.
February 2014 - May 2018 · 4 yrs 3 mos
Wunderlich Securities, INC.Broker
March 2007 - December 2010 · 3 yrs 9 mos
Capital Securities of America, INC.Broker
September 2002 - March 2007 · 4 yrs 6 mos
The Leaders Group, INC.Broker
August 2000 - July 2002 · 1 yr 11 mos
PFS Investments INC.Broker
April 1996 - August 2000 · 4 yrs 4 mos
State Registrations1 state
VA
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.
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