Anthony Conte is a CFP-designated registered investment advisor at Thegrid LLC, based in Camp Hill, PA, with 21 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.50% to 2.00% annually and are negotiable based on the type of account, complexity of your situation as well as the amount and composition of your account assets. There is a minimum fee of $1,000 per year, although exceptions may be granted to this minimum fee based on your history and relationship with the firm and other possible advisory services provided. Under no circumstances will the client be charged more than 2.00% annually based on assets under management as a result of the minimum fee.
Fee Estimator
Location
2009 Market St., Ste A, Camp Hill, PA, 17011
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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 an independent insurance agent, owner of commercial rental space, managing partner of several DBAs, and holds various board member positions. He also serves as CEO of a recruiting company, an advisory rep of an RIA, president of an RIA, and owns real estate.
Employment History
Current Registrations
Thegrid LLC
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
The Conte-Browne Group, LLC
Mutual Service CorporationBroker
Mutual Service Corporation
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations44 states
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