AB
CFP
AB
CFP

Anthony Stanley Biasiotta

4 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningCharitable GivingTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
273 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$406.5M

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.50%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.80%
$5.0M - $10.0M0.70%
$10.0M - $25.0M0.60%
$25M+0.50%

Fees may be negotiable under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
Loading...

Location

7530 Lucerne Dr, Suite 400, Middleburg Heights, OH, 44130

Get directions

History

Regulatory History
Clean regulatory record

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
Fidato Wealth LLC
February 2025 - Present · 1 yr
Previous Registrations
Advice and Planning Services
September 2023 - May 2024 · 8 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
September 2023 - May 2024 · 8 mos
Advice and Planning Services
January 2022 - July 2022 · 6 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
March 2019 - July 2022 · 3 yrs 4 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.