Donald Antonacio is a registered investment advisor at Bcg Securities, INC., based in Lower Gwynedd, PA, with 2 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,181 clients with $890M 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 $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable on a case-by-case basis. No fee will exceed 1.50% without specific approval from the firm's Compliance Officer.
Fee Estimator
Location
1001 North Bethlehem Pike, Lower Gwynedd, PA, 19002
Get directionsHistory
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
Bcg Securities, INC.
Bcg Securities, INC.Broker
Bcg Securities, INC.
State Registrations16 states
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
More Advisors
- Ho-Tae Chang, CFPBcg Securities, INC.
- Donald AntonacioBcg Securities, INC.
- Peter Keenan, CFPBeacon Bridge Wealth Partners, LLC
- Steven Krzywicki, CFPBeacon Bridge Wealth Partners, LLC
- John Jim, ChFCBeacon Bridge Wealth Partners, LLC