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Anthony Fratello

Mutual Advisors, LLC
7 Years of Experience
Manhattan Beach, CA
BrokerSells Insurance
View SEC Summary
View SEC Summary

Anthony Fratello is a registered investment advisor at Mutual Advisors, LLC, based in Manhattan Beach, CA, with 7 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 Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 9,473 clients with $8.5B in assets under management.

Mutual Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
153 advisors
Number of Clients
9,473 clients
Average Client Portfolio
$902K average
Assets Under Management
$8.5B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual management fee ranges up to 2.00% and is negotiable. Fees can be structured as a flat percentage, tiered schedule, or linear schedule. American Funds accounts range from 0.25% to 1.25%.

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

1419 Highland Ave., Manhattan Beach, CA, 90266

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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 ActivitiesSells Insurance

Anthony is an associate at CA Tax Planners, focusing on taxes and estate planning, dedicating minimal time. He also works full-time as a Client Relations Manager at California Retirement Advisors and spends minimal time as an independent insurance agent selling life and long-term care insurance.

Employment History
Current Registrations
Mutual Advisors, LLC
March 2020 - Present · 6 yrs 7 mos
Mutual Securities, INC.
May 2019 - Present · 7 yrs 5 mos
Mutual Securities, INC.Broker
May 2019 - Present · 7 yrs 5 mos
Previous Registrations
First Allied Securities, INC.Broker
January 2019 - May 2019 · 4 mos
State Registrations3 states
CAHIMA
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.
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