Anthony Schliesser is a CFP-designated registered investment advisor at The Pacific Center for Financial Services, based in Danville, CA. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 781 clients with $960M 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 $250K | 1.25% |
| $250K - $750K | 1.00% |
| $750K - $1.3M | 0.85% |
| $1.3M - $1.8M | 0.80% |
| $1.8M+ | 0.80% |
Fees for portfolios above $1,750,000 are negotiable. The firm may also negotiate lower fees based on factors such as anticipated future assets, account composition, or pre-existing relationships.
Fee Estimator
Location
156 Diablo Road, Suite 320, Danville, CA, 94526
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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 →Employment History
Current Registrations
The Pacific Center for Financial Services
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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