Antony Desorbo is a registered investment advisor at Solid Point Wealth Advisors, LLC, based in Manlius, NY, with 24 years of industry experience. Antony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 76 clients with $80M 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 $2.0M | 1.00% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts over $10,000,001. Retirement plan services are also offered at an asset-based rate, amount and frequency are negotiable.
Fee Estimator
Location
Manlius, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Antony is co-founder and CEO of Elite NIL, a college sports marketing agency, and co-founder and president of the 315 Foundation, a non-profit. He also serves as a general partner in Trio Seed Partners, owns Camp Crazy Bear LLC and Camp Crazy Bear II LLC, serves on committees for St. Ann's, and manages Mark 1:38 LLC.
Employment History
Current Registrations
Solid Point Wealth Advisors, LLC
Previous Registrations
Manning & Napier Advisory Advantage Company, LLC
Manning & Napier Advisors, LLC
Manning & Napier Investor Services, INC.Broker
State Registrations1 state
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