AB
AB

Anthony Basalla

16 Years of Experience
Cleveland, OH

Anthony Basalla is a registered investment advisor at Cerity Partners Retirement Plan Consultants, based in Cleveland, OH, 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 Retirement Planning. Their firm serves 850 clients with $40B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
82 advisors
Number of Clients
850 clients
Average Client Portfolio
$47.4M average
Assets Under Management
$40.3B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$15,000
Loading...

Location

Terminal Tower, 50 Public Square, Suite 2700, Cleveland, OH, 44113

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
November 2024 - Present · 1 yr 11 mos
Cerity Partners LLC
July 2017 - Present · 9 yrs 3 mos
Previous Registrations
Sigma Investment Counselors
April 2014 - May 2017 · 3 yrs 1 mo
Spero-Smith Investment Advisers, INC.
February 2010 - March 2014 · 4 yrs 1 mo
State Registrations2 states
OHTX
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.
More Advisors