Anthony Ore is a CFP-designated registered investment advisor at Nottingham Wealth Partners, INC., based in Orlando, FL, 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142 clients with $80M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nottingham Wealth Partners offers investment management through a wrap fee program. This means the fee you pay includes the cost of trading and other administrative expenses. The maximum annual fee is 2.00% of the value of your investments. This fee is calculated by LPL Financial and deducted from your account each quarter. The exact fee you pay may vary depending on factors such as the amount of assets invested, the complexity of your situation, and the level of service you need. You'll also pay expenses charged by the mutual funds and exchange-traded funds (ETFs) you invest in.
Location
Orlando, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anthony is involved with Vos Tranquility Inc. as a managing member of a related LLC in massage therapy, and is president providing executive leadership for Vos Orlando Downtown LLC and Vos Maitland LLC, both massage therapy businesses. These activities take about a quarter of his time each, and he is currently uncompensated for them.
Employment History
Current Registrations
Nottingham Wealth Partners, INC.
Previous Registrations
Destiny Wealth Partners, LLC
Ruggie Wealth Management
Cwm, LLC
Visionquest Wealth Management, LLC
Financial Management Concepts
Charles Schwab & CO., INC.
State Registrations1 state
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