Anthony Giralmo is a registered investment advisor at Alaska Retirement, based in Anchorage, AK, with 10 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 15 clients with $3M 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 | 0.85% |
Alaska Retirement directs clients to Matson Money, Inc. as a third-party investment advisor. Alaska Retirement's fee is separate from the 0.50% expense ratio associated with the Matson Money mutual funds.
Fee Estimator
Location
Anchorage, AK
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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 ActivitiesSells Insurance
Anthony is an independent licensed insurance agent and CEO/Owner of Property Benefit, Inc., a real estate connection service. He dedicates about a quarter of his time to Property Benefit, Inc.
Employment History
Current Registrations
Alaska Retirement
Previous Registrations
Sg Advisors INC
Park Avenue Securities 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.