Anthony Marlette is a registered investment advisor at Brookside Financial Advisors, LLC, based in Parma, OH, with 17 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.65% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.20% |
Advisory fees are withdrawn directly from the client’s accounts with client written authorization. The annual Fee may be negotiable. Accounts within the same household may be combined for a reduced fee. Fees are billed quarterly in arrears.
Fee Estimator
Location
10150 W. Sprague Road, Parma, OH, 44130
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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 →Employment History
Current Registrations
Brookside Financial Advisors, LLC
Previous Registrations
Huntington Financial Advisors
The Huntington Investment CompanyBroker
PNC InvestmentsBroker
PNC Investments
MML Investors Services, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Mutual of Omaha Investor Services, INC.Broker
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.