Anthony Reynolds is a CFP-designated registered investment advisor at Coretegic Capital, LLC, based in Arlington, VA, 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 Education Planning, Estate Planning, Federal Employees, Financial Planning & Coaching, and 6 more. Their firm serves 26 clients with $13M 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 | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Contact
Anthony Reynolds
Location
2408 26th Road South, Arlington, VA, 22206
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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 serves as a Commander in the Iowa National Guard, dedicating nearly full-time hours to this role. His duties are clerical and administrative in nature, including project planning/management, record reviews, budget planning, and operations improvement.
Employment History
Current Registrations
Coretegic Capital, LLC
Previous Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Berthel, Fisher & Company Financial Services, INC.Broker
State Registrations2 states
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
Additional Information
Create a More Financially Stable Life Without Worrying About Giving Up Your Dream Life!Hello, my name is Anthony. Most people call me by my first name, except when I’m in uniform. Then it’s Captain Reynolds or just “Reynolds”.