AA
CFP
AA
CFP

Anthony Alberico

19 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
172 advisors
Number of Clients
3,279 clients
Average Client Portfolio
$462K average
Assets Under Management
$1.5B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K1.80%
$500K - $1.0M1.60%
$1.0M - $5.0M1.35%
$5M+1.10%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

16880 Bernardo Center Drive, San Diego, CA, 92128

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
August 2020 - Present · 5 yrs 6 mos
U.S. Bancorp Advisors, LLC
August 2020 - Present · 5 yrs 6 mos
Previous Registrations
Unionbanc Investment Services, LLCBroker
July 2015 - May 2020 · 4 yrs 10 mos
Unionbanc Investment Services, LLC
July 2015 - May 2020 · 4 yrs 10 mos
J.P. Morgan Securities LLC
July 2014 - July 2015 · 1 yr
J.P. Morgan Securities LLC
April 2009 - May 2012 · 3 yrs 1 mo
J.P. Morgan Securities LLCBroker
April 2009 - July 2015 · 6 yrs 3 mos
Chase Investment Services CORP.Broker
August 2004 - July 2005 · 11 mos
Banc One Securities CorporationBroker
March 2004 - July 2005 · 1 yr 4 mos
Scudder Distributors, INC.Broker
November 2002 - November 2003 · 1 yr
TD Waterhouse Investor Services, INC.Broker
October 2000 - August 2001 · 10 mos
State Registrations21 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.