Anthony Kurnellas
Anthony Kurnellas is a registered investment advisor at Omnitrust Wealth Management, INC., based in Jacksonville, FL, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 348 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
The advisory fee includes OWMI paying GeoWealth an annual rate of 0.15% of Assets Under Management and the Third-Party Money Manager (TPMM) of the Model an annual fee of up to 0.60%. Fees are generally negotiable.
Fee Estimator
Location
9428 Baymeadows Road, Suite 100, Jacksonville, FL, 32256
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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 a licensed insurance agent and may offer clients advice or products related to this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest.
Employment History
Current Registrations
Omnitrust Wealth Management, INC.
Previous Registrations
Global Financial Private Capital, LLC
G.F. Investment Services, LLCBroker
Client One Securities LLCBroker
Broker Dealer Financial Services CORP.Broker
Princor Financial Services CorporationBroker
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.