Anthony Calomeni
Anthony Calomeni is a registered investment advisor at Global Retirement Partners LLC, based in Menlo Park, CA, with 21 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B 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 $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee Estimator
Location
1440 O'Brien Drive, Menlo Park, CA, 94025
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony is affiliated with Heffernan Financial Services, Global Retirement Partners, and Heffernan Retirement Services as an investment advisor representative. He is also Vice President at Heffernan Insurance Brokers, spending minimal time on this role.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Natcity Investments, INC.Broker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations28 states
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.