Anthony Perrone is a registered investment advisor at Pelkonen and Associates LLC, based in Melville, NY. 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 1 more. Their firm serves 267 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pelkonen and Associates charges a percentage of your portfolio annually for investment management. The rate depends on the type of investments and the amount you invest.
For accounts invested in stocks or a mix of stocks and bonds:
- First $250,000: 1.50% per year
- Next $250,000 (up to $500,000): 1.20% per year
- First $1,000,000: 1.00% per year
- Next $1,500,000 (up to $2,500,000): 0.90% per year
- Next $2,500,000 (up to $5,000,000): 0.75% per year
- Next $2,500,000 (up to $7,500,000): 0.60% per year
- Next $2,500,000 (up to $10,000,000): 0.55% per year
- Next $10,000,000 (up to $20,000,000): 0.35% per year
- Next $15,000,000 (up to $35,000,000): 0.25% per year
- Over $35,000,000: Negotiable
For accounts invested exclusively in bonds or advisory annuities:
- First $1,000,000: 0.35% per year
- Next $1,500,000 (up to $2,500,000): 0.32% per year
- Next $2,500,000 (up to $5,000,000): 0.26% per year
- Next $2,500,000 (up to $7,500,000): 0.21% per year
- Next $2,500,000 (up to $10,000,000): 0.19% per year
- Next $10,000,000 (up to $20,000,000): 0.12% per year
- Next $15,000,000 (up to $35,000,000): 0.09% per year
- Over $35,000,000: 0.05%
Location
425 Broadhollow Road, Suite 112, Melville, NY, 11747
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pelkonen and Associates LLC
State Registrations1 state
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