Anthony Cangemi
Anthony Cangemi is a registered investment advisor at Crescent City Retirement Group, based in Metairie, LA, with 17 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 915 clients with $120M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Annual fee may be negotiable, but will never exceed 2.00%. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
3500 N Causeway Blvd, Suite 1442, Metairie, LA, 70002
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 a managing member of Crescent City Insurance Group, LLC (formerly Retirement Solutions of Louisiana, LLC), providing insurance services. This activity takes about half of Anthony's time.
Employment History
Current Registrations
Crescent City Retirement Group
State Registrations2 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.