Anthony Depinto
Anthony Depinto is a registered investment advisor at Alta Wealth Advisors LLC, based in Woburn, MA, with 25 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 779 clients with $660M 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 $100K | 2.00% |
| $100K - $500K | 1.50% |
| $500K - $2.5M | 1.25% |
| $2.5M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
400 Tradecenter, Suite 4810, Woburn, MA, 01801
Get directionsHistory
Regulatory History (2)
Judgment / Lien
September 2019Judgment / Lien
September 2018Other Business Activities
Anthony is a business owner, president, and treasurer of an unspecified business since 2017, and a partner in Strada 45 LLC since 2014. He also dedicates full-time hours to Alta Wealth Advisors as a DBA for LPL business and as an IAR through Alta Wealth Advisors LLC, an independent investment advisor firm, and about half his time to 222 FRIENDS INC.
Employment History
Current Registrations
Alta Wealth Advisors LLC
LPL Financial LLCBroker
Previous Registrations
Pinnacle Private Wealth, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.Broker
Baystate Wealth Management
New England SecuritiesBroker
Delta Global Asset Management
Delta Equity Services CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Dw 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.