Anthony Lopiccolo
Anthony Lopiccolo is a CFA-designated registered investment advisor at Custos Family Office LLC, based in Greenwood Village, CO, with 16 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 119 clients with $730M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Custos Family Office charges a fee for investment management services, including advisory services, trade execution, and account maintenance. The fee is calculated monthly based on the average daily value of your portfolio. The maximum investment management fee is 1.50% annually. Fees may be negotiable based on account size, portfolio complexity, or other factors. Certain high net worth clients may be billed one flat fee in the event that the client would engage in multiple advisory services offered by Custos. Custos also offers a performance-based fee structure for qualified clients.
Location
Greenwood Village, CO
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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.
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Anthony is a member and partial direct owner of JKG 121416 LLC, a pass-through entity for Custos Family Office income for tax purposes, requiring minimal time. He is also a member of Mow Time Partners, LLC, spending a few hours per week, and a Notary Public for the State of Colorado, receiving no compensation.
Employment History
Current Registrations
Custos Family Office LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
Morgan Stanley & CO. LLCBroker
Barclay Investments, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.