Anthony Gigliotti is a CFP-designated registered investment advisor at Pinnacle Advisors, based in Columbus, OH, with 14 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 1,088 clients with $2.1B 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 $500K | 1.40% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable. Ascent program charges 0% on the first $500,000 with a $7,500 annual retainer. Minimum annual fees apply per program tier.
Fee Estimator
Location
131 Dillmont Dr, Ste 101, Columbus, OH, 43235
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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 →Other Business Activities
Anthony works part-time as a USA Hockey official/referee since November 2024. This activity is not investment-related and requires a few hours per week.
Employment History
Current Registrations
Pinnacle Advisors
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Morgan Stanley
Morgan StanleyBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Edward Jones
Edward JonesBroker
Fifth Third Securities, INC.Broker
Fifth Third Securities, 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.
Exams
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