Anthony Caputo
Anthony Caputo is a registered investment advisor at Grantvest Financial Group LLC, based in Matawan, NJ, with 19 years of industry experience. 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 630 clients with $170M 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 $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 2.00% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
Fees may be negotiable. No fees will exceed 2%.
Fee Estimator
Location
106 Main Street, Suite D, Matawan, NJ, 07747
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony is a small investor in a startup franchise, an insurance agent selling life and disability products, and co-owner of GRANTvest Financial. He also has an LLC for processing life and supplemental health insurance business, and a DBA for marketing services.
Employment History
Current Registrations
Grantvest Financial Group LLC
Calton & Associates, INC.Broker
Previous Registrations
Calton & Associates, INC.
Newbridge Securities CorporationBroker
Newbridge Financial Services Group, INC.
Garden State Investment Advisory Services, LLC
Garden State Securities, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations13 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.