Anthony Serrano
Anthony Serrano is a CFP-designated registered investment advisor at West Wealth Group, LLC, based in Irvine, CA, with 8 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 2,746 clients with $620M 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 | 1.50% |
Annual fees range from 0.75% to 1.50% of assets under management and are negotiable.
Fee Estimator
Location
2 Park Plaza, Suite 800, Irvine, CA, 92614
Get directionsHistory
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 ActivitiesSells Insurance
Anthony is an insurance agent at BML Wealth Insurance Services since 2015, selling life insurance, annuities, and long-term care. This takes a few hours per week.
Employment History
Current Registrations
West Wealth Group, LLC
Previous Registrations
Cooper Mcmanus
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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