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Antonio Gomes

Advanced Wealth Management
23 Years of Experience
Sarasota, FL
5 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Antonio Gomes is a registered investment advisor at Advanced Wealth Management, based in Sarasota, FL, with 23 years of industry experience. Antonio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 168 clients with $110M in assets under management.

Advanced Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
168 clients
Average Client Portfolio
$659K average
Assets Under Management
$110.7M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $250K2.00%
$250K - $500K1.50%
$500K - $1.0M1.25%
$1.0M - $4.0M1.00%
$4.0M - $7.0M0.75%
$7M+0.50%

Fees are negotiable based on account size, client circumstances, and relationship complexity. Firm also offers flat annual fee options starting at $5,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Sarasota, FL

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 2012
Final
Customer Dispute
June 2010
Settled
Customer Dispute
February 2010
Settled
Customer Dispute
May 2009
Denied
Customer Dispute
March 2006
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Antonio is the president of Advanced Wealth Management, LLC, where he provides clients with life insurance, fixed annuities, long-term care, and other insurance products. This activity takes about 10-20% of Antonio's time.

Employment History
Current Registrations
Advanced Wealth Management
August 2016 - Present · 10 yrs 2 mos
Previous Registrations
Investors Capital Advisory
January 2016 - September 2016 · 8 mos
Investors Capital CORP.Broker
December 2015 - September 2016 · 9 mos
Sagepoint Financial, INC.
July 2013 - January 2016 · 2 yrs 6 mos
Sagepoint Financial, INC.Broker
March 2013 - January 2016 · 2 yrs 10 mos
Asset & Financial Planning, LTD
July 2006 - April 2013 · 6 yrs 9 mos
Prime Capital Services, INC.Broker
June 2006 - April 2013 · 6 yrs 10 mos
Raymond James Financial Services
March 2005 - April 2006 · 1 yr 1 mo
Raymond James Financial Services, INC.Broker
February 2005 - April 2006 · 1 yr 2 mos
Lasalle St. Investment Advisors, L.L.C.
February 2004 - March 2005 · 1 yr 1 mo
Lasalle St Securities, L.L.C.Broker
January 2004 - February 2005 · 1 yr 1 mo
Moors & Cabot, INC.Broker
November 2002 - January 2004 · 1 yr 2 mos
State Registrations2 states
FLTX
Advisor

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.

Exams
No exam information available for this advisor.
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