AG
AG

Anthony Christian Gillaizeau

1 Year of Experience
2 Disclosures
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
1,778 clients
Average Client Portfolio
$745K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

5005 Rockside Road, Suite 1200, Independence, OH, 44131-6829

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History

Regulatory History (2)
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Judgment / Lien
September 2022
Judgment / Lien
August 2021
Employment History
Current Registrations
Strategic Wealth Partners, LTD.
October 2024 - Present · 1 yr 4 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
Anthony Christian Gillaizeau - Financial Advisor | TrueAdvisor