Anthony Amaradio is a registered investment advisor at Select Money Management, INC., based in Aliso Viejo, CA, with 44 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 943 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Select Money Management (SMM) offers several investment management options:
- General Investment Advisory Services: In most situations, SMM does not charge a separate fee for general investment advisory services for individuals.
- AssetMark Platform: Clients pay an annual investment advisory fee which is a percentage based on the fair market value of the total assets under management. The fee range is between 1.00% and 2.00%.
- Select Money Management Wrap Fee Program: Fees range between 0.70% and 2.20%, depending on the asset allocation strategy, the assets under management, the complexity of your investment requirements, and the nature of your individual circumstances.
- Managing the Managers: SMM receives a portion of the fee that you pay to the third-party manager, generally between 0.50% and 1.95%, depending on the assets under management, the complexity of your investment requirements, and the nature of your individual circumstances.
- Third-Party Wrap Fee Programs: SMM receives a portion of the fee that you pay to the sponsor, generally between 0.40% and 1.5%, depending on the assets under management, the complexity of your investment requirements, and the nature of your individual circumstances.
Location
120 Vantis Dr, Suite 440, Aliso Viejo, CA, 92656
Get directionsHistory
Regulatory History (24)
Customer Dispute
July 2000Regulatory
October 1997Customer Dispute
March 1997Customer Dispute
September 1996Customer Dispute
June 1996Customer Dispute
September 1995Customer Dispute
March 1995Customer Dispute
December 1994Customer Dispute
July 1994Customer Dispute
February 1994Employment Separation After Allegations
November 1993Regulatory
June 1993Customer Dispute
March 1993Customer Dispute
January 1993Regulatory
December 1992Customer Dispute
February 1992Customer Dispute
October 1991Customer Dispute
September 1991Customer Dispute
May 1991Customer Dispute
August 1990Customer Dispute
August 1990Customer Dispute
February 1990Customer Dispute
April 1987Customer Dispute
January 1986Other Business Activities
Anthony owns 50% of SPM Inc., an administrative services company. He is also involved with Faithful With Finances, Inc., which publishes financial curriculum for churches and promotes a book. Finally, Anthony is involved with Select Consulting Group, LLC, a business consulting firm.
Employment History
Current Registrations
Select Money Management, INC.
Seia
Previous Registrations
Select Money Management, INC.
Select Money Management, INC.
Securities Equity GroupBroker
Select Portfolio Management INC
Pruco Securities CorporationBroker
Coordinated Capital Securities, INC.Broker
Mutual Service CorporationBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
Equico Securities, INC.Broker
State Registrations2 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.