Anthony Passerini
Anthony Passerini is a ChFC-designated registered investment advisor at Ajp Financial Services, LLC, based in Wilmington, DE, with 54 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, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 17 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AJP Financial offers investment management services. For clients who had a relationship with Anthony J. Passerini before 2018, fees are negotiable up to 2.5% of the value of your portfolio. New clients after 2017 pay a flat annual fee between $10,000 and $50,000 for financial planning and investment management combined. This fee is negotiable based on the complexity of your situation and the advisor providing services. Clients also incur additional transaction and custodial charges.
Location
Wilmington, DE
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2017Other Business ActivitiesSells Insurance
Anthony operates AJP Financial Services as a broker, offering securities and investment advisory services full-time. He also provides insurance solutions, including fixed annuities, life/health, and long-term care, dedicating about 10-20% of his time to this.
Employment History
Current Registrations
Ajp Financial Services, LLC
Previous Registrations
Next Financial Group, INC.Broker
Next Financial Group, INC.
MML Investors Services, INC.
MML Investors Services, INC.Broker
Massachusetts Mutual Life Insurance CompanyBroker
Metropolitan Life Insurance CompanyBroker
State Registrations3 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.