Anthony Gillaizeau
Anthony Gillaizeau is a registered investment advisor at Strategic Wealth Partners, LTD., based in Newton, MA, with 1 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 3,674 clients with $1.6B 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 | 2.00% |
Annual fees range from 0.20% to 2.00% depending on account size and complexity, using a declining tiered schedule. Fees are generally negotiable.
Fee Estimator
Location
580 Washington Street, Unit B, Newton, MA, 02458
Get directionsHistory
Regulatory History (2)
Judgment / Lien
September 2022Judgment / Lien
August 2021Employment History
Current Registrations
Strategic Wealth Partners, LTD.
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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