Anthony Carrino is a CFP, ChFC-designated registered investment advisor at Roble, Belko and Company, INC., based in Newtown, PA, with 23 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management, Retirement Planning. Their firm serves 248 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 (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.75% |
| $3.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.60% |
Fees are negotiable for accounts over $25 million. For accounts accepted under the $3 million minimum, annual minimum fees range from $5,000 to $20,000.
Fee Estimator
Location
Newtown, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anthony is a sole proprietor of Sycamore Consulting, providing investment consulting services from home. This takes about a quarter of his time, but no time is spent during trading hours.
Employment History
Current Registrations
Roble, Belko and Company, INC.
Previous Registrations
Comprehensive Investment Solutions, LLC
CPA Investment Solutions, LLC
Comprehensive Investment Solutions INC
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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