Anthony Pirro
Anthony Pirro is a registered investment advisor at Money Concepts Advisory Service, based in New City, NY, with 14 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 Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 17,032 clients with $4.1B 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 | 1.30% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.60% |
Fees vary by program. Standard Guided Portfolio Solutions program typically charges 2.5% annually. Pension and MAP programs use tiered schedules ranging from 1.30% down to 0.60% annually.
Fee Estimator
Location
497 Route 304 Ste 2, New City, NY, 10956-3030
Get directionsHistory
Regulatory History (3)
Regulatory
December 2003Criminal
February 2000Criminal
August 1991Other Business Activities
Anthony is a self-employed tax practitioner with Anthony G Pirro CPA PC since 1984, providing accounting and bookkeeping services. This takes up full-time hours.
Employment History
Current Registrations
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
State Registrations11 states
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
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