Anthony Borba is a registered investment advisor at Breen Wealth Management, LLC, based in Petaluma, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 178 clients with $320M 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 | 1.40% |
Fees for the Private Client Group services generally vary between 0.60% - 1.40% annually, depending upon the size and composition of a client's portfolio and the complexity of the engagement with the client.
Fee Estimator
Location
200 Kentucky St., 2nd Floor, Suite C, Petaluma, CA, 94952
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Breen Wealth Management, LLC
State Registrations1 state
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