Anthony Digiovanni is a CFA-designated registered investment advisor at White Pine Investment CO, based in Livonia, MI, with 10 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 341 clients with $470M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.65% |
| $4.0M - $8.0M | 0.50% |
| $8.0M - $12.0M | 0.40% |
| $12M+ | 0.15% |
These rates apply to stocks. For active mutual funds and fixed income, the rates are: - First $250,000: 0.50% - Next $250,000: 0.35% - Next $500,000: 0.30% - Next $1,000,000: 0.25% - Next $1,000,000: 0.20% - $3,000,001 and over: 0.10%. Investment management fees are negotiable.
Fee Estimator
Location
17199 Laurel Park Dr North, Suite 220, Livonia, MI, 48152
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
White Pine Investment CO
Previous Registrations
Exchange Capital Management INC
State Registrations1 state
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