Anthony Vivona
Anthony Vivona is a registered investment advisor at Point Windward Advisors, INC., based in New York, NY, with 2 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 278 clients with $360M 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 $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Reduced fees may be charged on the value of fixed-income securities in the account. ETF portfolios are charged 1% of assets managed, charged quarterly. 401k portfolios are charged 0.40% of assets managed, charged quarterly. New annuity accounts are charged 0.25% of assets managed, charged quarterly. Existing annuity accounts are charged 0.50% of assets managed, charged quarterly.
Fee Estimator
Location
880 Third Ave 16th Floor, New York, NY, 10022
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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.
Learn about disclosures →Employment History
Current Registrations
Point Windward Advisors, INC.
Previous Registrations
Beech Hill Advisors, INC
State Registrations1 state
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