Anthony Purpero
Anthony Purpero is a registered investment advisor at Harbor Hills Financial Advisors, based in Montecito, CA, with 47 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 104 clients with $120M 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% |
Fees are negotiable. Qualified clients may pay a performance-based fee of 1.50% of assets under management plus 15.00% of capital appreciation.
Fee Estimator
Location
1485 East Valley Road Suite 2, Montecito, CA, 93111
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2003Employment History
Current Registrations
Harbor Hills Financial Advisors
Previous Registrations
Changepath, LLC
Sorrento Pacific Financial, LLCBroker
Partnervest Advisory Services LLC
Partnervest Securities, INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Foster & Marshall/american Express INC.Broker
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.