Anthony Trupiano
Anthony Trupiano is a registered investment advisor at Safe Money Solutions, LLC, based in Palm Coast, FL, with 9 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 6 clients with $72M 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 | 0.75% |
| $1.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Cash balances and investments in money market funds are not counted toward the account value when calculating the management fee.
Fee Estimator
Location
Palm Coast, FL
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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 involved in life, health, and group insurance sales through Trupiano & Associates since 2006. This takes nearly full-time overall, with about a quarter of his time dedicated during SEC trading hours.
Employment History
Current Registrations
Safe Money Solutions, LLC
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
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.