AP
AP
Anthony Park
16 Years of Experience
Santan Valley, AZ
2 DisclosuresSells Insurance
Anthony Park is a registered investment advisor at Panoptic Global Wealth Management, LLC, based in Santan Valley, AZ, with 16 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$900K
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.50% |
| $3M+ | 1.00% |
Fees may be negotiable at the discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Santan Valley, AZ
Get directionsHistory
Regulatory History (2)
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.
Judgment / Lien
October 2001Criminal
June 1999Final Disposition
Other Business ActivitiesSells Insurance
Anthony is an independent insurance agent in Arizona.
Employment History
Current Registrations
Panoptic Global Wealth Management, LLC
October 2011 - Present · 14 yrs 7 mos
Previous Registrations
Newport Coast Asset Management
June 2010 - August 2011 · 1 yr 2 mos
Jonathan Roberts Advisory Group, INC.
November 2009 - March 2010 · 4 mos
State Registrations1 state
AZ
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.