Anthony Scalfaro is a registered investment advisor at CBIZ Retirement Plan Advisory Services, based in Cleveland, OH, with 16 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 11 clients with $8.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees range from 0.01% to 0.75% and are negotiated on a case-by-case basis.
Fee Estimator
Location
5959 Rockside Woods Blvd N, Suite 600, Cleveland, OH, 44131
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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 →Other Business Activities
Anthony is a part owner of Scalfaro & Associates, LLC, a rental property group, where he handles record keeping, finances, and occasional maintenance. This requires minimal time each month.
Employment History
Current Registrations
CBIZ Financial Solutions, INC.Broker
CBIZ Investment Advisory Services, LLC
Previous Registrations
Mutual of America Securities LLCBroker
Mutual of America Life Insurance CompanyBroker
Lincoln Investment
Lincoln InvestmentBroker
Nylife Securities LLCBroker
Securities America, INC.Broker
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.