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Anthony Bevilaqua

13 Years of Experience
Broker

Anthony Bevilaqua is a registered investment advisor at Sprott Asset Management USA INC., based in Darien, CT, with 13 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,613 clients with $4.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
22 advisors
Number of Clients
2,613 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$4.6B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are subject to negotiation at the sole discretion of SAM USA and will typically vary according to several factors, such as: the type of client; the discretionary authority granted to the Adviser; the total assets under management; and other business considerations.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

320 Post Road, Suite 230, Darien, CT, 06820

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Anthony is a precious metals dealer for Miles Franklin LTD, dedicating a few hours per week to this role. He also works as an investment advisor representative for Sprott Asset Management USA Inc., spending about half of his time in this position.

Employment History
Current Registrations
Sprott Asset Management USA INC.
January 2019 - Present · 7 yrs 3 mos
Sprott Global Resource Investments LTDBroker
May 2013 - Present · 12 yrs 11 mos
Previous Registrations
Sprott Asset Management USA INC.
March 2016 - January 2019 · 2 yrs 10 mos
Zacks Investment Management, INC.
June 2009 - November 2009 · 5 mos
State Registrations52 states
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AdvisorBrokerBoth

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.