Anthony Errico
Anthony Errico is a registered investment advisor at Port Capital Management, based in Massapequa, NY, with 11 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 6 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiable at the sole discretion of the Advisor. The investment advisory fees range from 0.70% to 1.50% annually based on several factors.
Fee Estimator
Location
684 Broadway, Massapequa, NY, 11758
Get directionsHistory
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 ActivitiesSells Insurance
Anthony is involved in insurance sales, which is investment-related and conducted at the same address in an individual capacity. This activity takes about 10% of his time.
Employment History
Current Registrations
Port Capital Management
Previous Registrations
The Ayco Company, L.P.
Goldman Sachs & CO. LLCBroker
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.