Anthony Carlo is a registered investment advisor at Advisor Resource Council, based in Alexandria, VA, with 9 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, Charitable Giving, Corporate Executives, Education Planning, and 5 more. Their firm serves 11,836 clients with $3.5B 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 fee shown for the wrap fee program is 2.50%, and traditional asset management is 2.25%. Flat annual fee schedules are also available.
Fee Estimator
Location
Alexandria, VA
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 Activities
Anthony is involved in lighting control sales, which occupies about 10-20% of his time. This activity is not investment-related.
Employment History
Current Registrations
Advisor Resource Council
Previous Registrations
360 Wealth Management, LLC
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
More Advisors
- Philip Bartilucci, CFPWells Fargo Advisors
- David Evans, CFPBig "i" Advisory Resources, LLC
- Jeffrey Sheats, CFPStrategic Advisers LLC
- Philip Leopold, CFP, ChFCFirst Command Advisory Services
- Benjamin Lievestro, CFPFirst Command Advisory Services
- Joseph Bonaccorsy, CFPCore Fiduciary Advisors