Anthony Filberto is a registered investment advisor at Candace Shira Associates, LLC, based in Pittsford, NY, with 16 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 444 clients with $410M 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 $500K | 0.85% |
| $500K+ | 0.60% |
Fees may be reduced or increased based on a specific situation of a client. The firm also offers fixed income/transitional/distribution accounts with fees ranging from 0.30% to 0.60%, and American Fund only accounts at 0.50%.
Fee Estimator
Location
115 Sullys Trail, Suite 8, Pittsford, NY, 14534
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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 →Employment History
Current Registrations
Candace Shira Associates, LLC
Previous Registrations
Wall Street Financial Group, INC.Broker
Wall Street Financial Group, INC
Wall Street Financial Group, INC.Broker
PNC InvestmentsBroker
Natcity Investments, INC.Broker
First Investors CorporationBroker
State Registrations1 state
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