AS
AS

Anthony Robert Saba

27 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
866 clients
Average Client Portfolio
$23.2M average
Assets Under Management
$20.1B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.85%
$3.0M - $5.0M0.65%
$5M+0.50%

Fees and services may be negotiable based on client type, asset class, pre-existing relationship, portfolio complexity and account size or other special circumstances or requirements.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$10,000
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Location

255 East Fifth Street, Suite 2700, Cincinnati, OH, 45202

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Anthony is a registered representative with Quasar Distributors, LLC, which is not affiliated with Bahl & Gaynor, Inc., or its affiliates.

Employment History
Current Registrations
Bahl & Gaynor INC
February 2024 - Present · 2 yrs
Quasar Distributors, LLCBroker
November 2023 - Present · 2 yrs 3 mos
Quasar Distributors, LLC
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
First Trust Advisors LP
February 2021 - October 2023 · 2 yrs 8 mos
First Trust Portfolios L.P.Broker
February 2021 - October 2023 · 2 yrs 8 mos
Advisors Asset Management, INC.Broker
July 2007 - February 2021 · 13 yrs 7 mos
Advisors Asset Management, INC.
July 2007 - February 2021 · 13 yrs 7 mos
Claymore Advisors, LLC
March 2004 - July 2007 · 3 yrs 4 mos
Claymore Securities, INC.
June 2003 - July 2004 · 1 yr 1 mo
Claymore Securities, INC.Broker
March 2002 - July 2007 · 5 yrs 4 mos
Nuveen InvestmentsBroker
December 1999 - December 2001 · 2 yrs
John G. Kinnard and Company, IncorporatedBroker
January 1998 - July 1999 · 1 yr 6 mos
State Registrations2 states
ILWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.