Anthony Devito is a CFP-designated registered investment advisor at Adv Investment Management, based in New Rochelle, NY, with 14 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, Investment Management, Retirement Planning, and 1 more.
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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.40% |
Fees are based upon the assets under management at the beginning of the period (typically a calendar quarter). The fee percentage is stated on an annual basis, but the fee is prorated for the period (based on number of days). The fee is assessed in accordance with the above fee structure, with very limited exceptions negotiated on a case-by-case basis solely at ADV’s discretion. As a result, in these limited cases, similarly situated clients may pay different fees to ADV.
Fee Estimator
Contact
Anthony Devito
Location
New Rochelle, NY
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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
Adv Investment Management
Previous Registrations
Adv Investment Management
State Registrations1 state
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
Additional Information
Tony specializes in financial planning and investment management for professors and administrators in higher education. An educator and administrator at Fordham University for many years, Tony uses his experience with retirement plans to help his clients maximize those benefits.