Anthony Burgio
Anthony Burgio is a CFP-designated registered investment advisor at Blackrock Investment Management, LLC, based in Angola, NY, with 21 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Investment Management, Real Estate Investing. Their firm serves 10,859 clients with $680B 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 $1.0M | 0.65% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $10.0M | 0.45% |
| $10.0M - $25.0M | 0.40% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.25% |
Rates reflect general equity strategies. Fixed income strategies have separate tiered schedules starting at 0.35% down to 0.15%. Other specialized strategies have flat rates ranging from 0.10% to 0.75%.
Fee Estimator
Location
Angola, 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 →Other Business Activities
Anthony owns multiple residential/commercial rental properties and farmland/timberland, dedicating minimal time to these activities. He also serves on the boards of Catholic Health - Buffalo and Eden Community Foundation, spending minimal time on each.
Employment History
Current Registrations
Blackrock Investment Management, LLC
Blackrock Investments, LLCBroker
Blackrock Investments, LLC
Previous Registrations
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations53 states
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