Anthony Farella
Anthony Farella is a CFP-designated registered investment advisor at Rockbridge Investment Management, LLC, based in Syracuse, NY, with 4 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,629 clients with $1.7B 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 | 0.90% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.45% |
If assets under management are less than $500,000, RIM reserves the right to charge a 1.25% management fee and an annual $100 fixed fee, billed quarterly. Schedule above is for individual clients; institutional clients have a different fee schedule.
Fee Estimator
Contact
Anthony Farella
Location
220 South Warren Street, 9th Floor, Syracuse, NY, 13202
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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
Rockbridge Investment Management, LLC
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.
Exams
Additional Information
Tony’s passion is working with and educating clients on establishing goals, determining risk tolerance and implementing sound investment strategies.