Anthony Saffer
Anthony Saffer is a CFP-designated registered investment advisor at One Degree Advisors, INC., based in San Diego, CA, 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 Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 466 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.99% |
The maximum fee percentage is 1.99% of the assets under management, based on the balance of the accounts managed and services provided.
Fee Estimator
Location
3131 Camino Del Rio N, Suite 740, San Diego, CA, 92108
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 is an insurance agent since 2012, dedicating minimal time to this activity. He also serves on the board of Foothills Christian Church, spending minimal time and providing general guidance to the church staff.
Employment History
Current Registrations
One Degree Advisors, INC.
Previous Registrations
Securities America, INC.Broker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations1 state
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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- Philip Reuer, CFPOne Degree Advisors, INC.