Anthony Saccaro
Anthony Saccaro is a ChFC-designated registered investment advisor at Providence Financial and Insurances, INC., based in Woodland Hills, CA, with 14 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 625 clients with $190M 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 | Included |
| $250K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. For assets between $0-$250,000, a flat fee of $2500 is charged.
Fee Estimator
Location
6320 Canoga Avenue, Suite 600, Woodland Hills, CA, 91367
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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 →Employment History
Current Registrations
Providence Financial and Insurances, INC.
Previous Registrations
Ing Financial Partners, INC
State Registrations1 state
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