Anthony Scarpo is a registered investment advisor at Captrust, based in Pittsburgh, PA, with 7 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
437 Grant Street, Suite 450, Pittsburgh, PA, 15219
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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.
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Anthony is of counsel at Nichols Law Group, partial owner of Fairways Real Estate LLC, member of Jaans Holdings LLC and Scarpo Family LLC, and managing member of Consiglio Capital, LLC. He dedicates about 10-20% of his time to the law firm and a few hours per week to Consiglio Capital and Scarpo Family LLC, while spending minimal time on Jaans Holdings LLC and no time on Fairways Real Estate II, LLC.
Employment History
Current Registrations
Captrust
Previous Registrations
Pwa Wealth Management
State Registrations1 state
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