Anthony Giunipero
Anthony Giunipero is a registered investment advisor at Amphora Wealth Management, LLC, based in Chapel Hill, NC, with 5 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, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 94 clients with $150M 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 $2.0M | 1.00% |
| $2.0M - $6.0M | 0.80% |
| $6.0M - $16.0M | 0.60% |
| $16M+ | 0.50% |
Asset-based fee schedule is inclusive of the fee charged by Focus Partners Advisor Solutions, LLC. Subject to a minimum annual fee of $8,000.
Fee Estimator
Location
100 Europa Drive, Suite 431, Chapel Hill, NC, 27517
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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 a Military Major in the United States Marine Corps Reserves, spending about a quarter of his time as a Recruiting Support Officer. He also works full-time as Director, Operations Strategy and Analytics at OneMain Financial.
Employment History
Current Registrations
Amphora Wealth Management, LLC
State Registrations2 states
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