Anthony Privetera
Anthony Privetera is a CFP-designated registered investment advisor at Caleo Capital N.A. LLC, based in Ponte Vedra, FL, with 41 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 190 clients with $100M 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 $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable and may be higher than other advisors. Caleo may consider a legacy client’s “inherited” fee schedule from other firms, or we may charge a separate fee for self-directed, unmanaged assets on which we advise or include in consolidated reporting.
Fee Estimator
Location
90 Fort Wade Road, Suite 100, Ponte Vedra, FL, 32081
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
March 2017Customer Dispute
April 2008Customer Dispute
August 2004Other Business Activities
Anthony works as a financial advisor at Privetera Wealth Management Associates, providing financial advisory services since 2017. This takes up a full-time commitment of his time, with most of those hours during trading hours.
Employment History
Current Registrations
Caleo Capital N.A. LLC
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Evans & CO., INC.Broker
Advest, INC.Broker
Traubner Bach CO., INC.Broker
S. D. Cohn & CO.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.