Tony Toska is a registered investment advisor at Cardinal Wealth Management, based in Naples, FL, with 12 years of industry experience. Tony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 80 clients with $31M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 0.99% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.49% |
Fees are negotiable.
Fee Estimator
Location
9045 Strada Stell Ct, Suite 305, Naples, FL, 34110
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2022Other Business Activities
Tony is a part-time CFO for Cardinal Law, P.A., dedicating about a quarter of his time to payroll, accounting, and employee benefits. He also holds positions in Cardinal Property Advisors Inc, 346 Logan Drive LLC, Olto LLC, and THEROASTRUSHSOCIETY.COM, primarily related to property investment and a coffee shop venture.
Employment History
Current Registrations
Cardinal Wealth Management
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, 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.