Anastasia Fusco is a registered investment advisor at Talon Private Wealth, LLC, based in The Villages, FL, with 4 years of industry experience. Anastasia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 2,011 clients with $880M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Talon Private Wealth manages investment portfolios for a fee based on a percentage of the value of your portfolio. The maximum annual fee is 2.0%, which includes both Talon's fee and any fees charged by third-party model portfolio providers. This fee is negotiable, and you may be able to lower it by combining multiple accounts. The fee is calculated and charged monthly, at the end of the month. This fee does not include brokerage commissions or other transaction fees. The total annual investment advisory fee, including third-party fees, will not exceed 2.50%.
Location
11974 County Road 101, Suite 103, The Villages, FL, 32162
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anastasia is an investment advisor at Talon Private Wealth since August 2021, dedicating full-time hours to providing investment advice. She is also a registered representative with AAG Capital, Inc. since May 2022, spending a few hours per week on the sale of variable products.
Employment History
Current Registrations
Talon Private Wealth, LLC
Previous Registrations
Aag Capital, INCBroker
State Registrations1 state
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