Anthony Fontana
Anthony Fontana is a registered investment advisor at Gradient Advisors, LLC, based in Pittsburgh, PA, with 3 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,152 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee charged is 1.50% of assets under management. Fees are negotiable and do not include separate fees charged by third-party money managers.
Fee Estimator
Location
201 Penn Center Blvd, Suite 400, Pittsburgh, PA, 15235
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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 →Other Business ActivitiesSells Insurance
Anthony is a sole proprietor of Annuity IQ, LLC, selling life insurance and annuities since March 2017. This takes about half of his time, including time during security trading hours, and involves meeting with clients about their insurance needs.
Employment History
Current Registrations
Gradient Advisors, LLC
Previous Registrations
Brookstone Wealth Advisors, LLC
Ae Wealth Management, LLC
State Registrations1 state
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
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