TrueAdvisor
TrueAdvisor
AS
CFP
AS
CFP

Antonio Smith

Ancorato
16 Years of Experience
Boise, ID
View SEC Summary
View SEC Summary

Antonio Smith is a CFP-designated registered investment advisor at Ancorato, based in Boise, ID, with 16 years of industry experience. Antonio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management. Their firm serves 6 clients with $280M in assets under management.

Ancorato
Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
6 clients
Average Client Portfolio
$47.3M average
Assets Under Management
$283.7M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees vary depending on the specific model portfolio or investment strategy used, with a maximum fee of 2.0%. Specific fee arrangements are established through contracts with referring advisors or institutions.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

13965 W. Chinden Blvd #100, Boise, ID, 83713

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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 Activities

Antonio volunteers with the Idaho Transport Dep Bicycle Pedestration Advisory Committee, assisting with the Idaho Transportation Department's Bicycle and Pedestrian Program. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Ancorato
January 2024 - Present · 2 yrs 9 mos
Previous Registrations
Legacy Investment Solutions, LLC
June 2023 - December 2023 · 6 mos
Ameriprise Financial Services, LLC
June 2022 - February 2023 · 8 mos
Ameriprise Financial Services, LLCBroker
October 2020 - February 2023 · 2 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
October 2019 - October 2020 · 1 yr
Securities America, INC.Broker
February 2013 - August 2019 · 6 yrs 6 mos
Pacific Select Distributors, INC.Broker
November 2006 - February 2011 · 4 yrs 3 mos
State Registrations1 state
ID
Advisor

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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