Anthony Castelluccio is a registered investment advisor at First Class Capital, based in Liberty, MO, with 9 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 8 clients with $10M 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 $150K | 1.50% |
| $150K - $400K | 1.25% |
| $400K+ | 1.00% |
Some clients may qualify for a performance-based fee of 15% of capital profits earned each quarter instead of the standard AUM fee.
Fee Estimator
Location
221 N Jefferson Ave, Liberty, MO, 64068
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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 →Employment History
Current Registrations
First Class Capital
Previous Registrations
First Class Capital
Cambridge Investment Research Advisors, INC.
Securian Financial Services, INC.
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.