Anthony Dinatale
Anthony Dinatale is a registered investment advisor at Bavarian Wealth Management, INC., based in New Orleans, LA, with 19 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, Investment Management, Retirement Planning. Their firm serves 119 clients with $20M 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 $500K | 2.00% |
| $500K - $750K | 1.75% |
| $750K - $1000K | 1.50% |
| $1.0M - $1.5M | 1.25% |
| $1.5M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
All fees are negotiable at our sole discretion and may vary.
Fee Estimator
Location
650 Poydras Street, Suite 1906, New Orleans, LA, 70130
Get directionsHistory
Regulatory History (7)
Customer Dispute
September 2013Employment Separation After Allegations
June 2011Customer Dispute
April 2011Judgment / Lien
January 2011Customer Dispute
April 2007Customer Dispute
December 2002Customer Dispute
December 2002Other Business ActivitiesSells Insurance
Anthony is the president of Bavarian Wealth Management, Inc., managing the company and compensated for fixed insurance sales, taking about 10-20% of his time. He is also the President and CEO of Bavarian Professional Tax Service since 2012.
Employment History
Current Registrations
Bavarian Wealth Management, INC.
Previous Registrations
Bavarian Wealth Management, INC.
Pan-American Investment Advisers, INC.
State Registrations2 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.