Anthony Rossetti
Anthony Rossetti is a CFP-designated registered investment advisor at Heritage Advisors Group, INC., based in Altamonte Springs, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 152 clients with $88M 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 $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Schedule applies to Full-Service Asset Management Services. Accounts under $150,000 typically use the Fixed Fee Portfolios Program instead.
Fee Estimator
Location
761 Maitland Ave., Altamonte Springs, FL, 32701
Get directionsHistory
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 ActivitiesSells Insurance
Anthony works as an insurance agent since 2012, offering insurance products and services to clients and prospects. This activity is investment-related.
Employment History
Current Registrations
Heritage Advisors Group, INC.
Previous Registrations
Heritage Financial Services, LLC
Independent Financial Partners
Heritage Financial Services, LLC
Raymond James Financial Services
Esi Financial Advisors
State Registrations3 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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