Anthony Baldassano
Anthony Baldassano is a PFS-designated registered investment advisor at Sequoia Wealth Management, LLC, based in Barrington, IL, with 12 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,640 clients with $600M 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 | 2.50% |
Maximum annual advisory fee is 2.50%. Fees are negotiable depending on the scope and complexity of the engagement.
Fee Estimator
Location
18-5 E Dundee Rd - Ste 310, Barrington, IL, 60010
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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 is the owner and managing member of Anthony & Associates, CPAs LLC, offering bookkeeping, payroll, and tax services. He dedicates full-time hours to supervising, preparing, and reviewing tax returns and providing other accounting services.
Employment History
Current Registrations
Sequoia Wealth Management, LLC
Previous Registrations
Retirement Matters, INC.
Wynstone Financial Services, LTD
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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