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Antonio Batiste
Mechanicsville, MD
1 Disclosure
Antonio Batiste is a registered investment advisor at Avadim: Financial, Limited Liability Company, based in Mechanicsville, MD. Antonio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K+ | 1.25% |
Fees are negotiable for amounts over $500,000, but will be less than 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Mechanicsville, MD
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
April 2023Employment History
Current Registrations
Avadim: Financial, Limited Liability Company
February 2026 - Present · 3 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
October 2023 - July 2024 · 9 mos
State Registrations1 state
MD
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.