AT
AT

Anthony Tunno

8 Years of Experience
Broker

Anthony Tunno is a registered investment advisor at Acorns, based in Irvine, CA, with 8 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7,767,132 clients with $10B in assets under management.

Compensation
Fixed/Hourly
Firm Size
14 advisors
Number of Clients
7,767,132 clients
Average Client Portfolio
$1K average
Assets Under Management
$10.4B

Fee Structure

Investment management only (planning not offered)

Acorns charges a monthly subscription fee for access to its platform and investment advisory services. The fee is not based on the amount you invest. There are three subscription plans:

  • Bronze: $3/month
  • Silver: $6/month
  • Gold: $12/month

These fees cover investment advice, trade execution, account reporting, and custody. Acorns does not charge performance-based fees.

Loading...

Location

5300 California Avenue, Irvine, CA, 92617

Get directions

History

Regulatory History
Clean regulatory record

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
Acorns
September 2017 - Present · 8 yrs 7 mos
Acorns Securities, LLC
July 2017 - Present · 8 yrs 9 mos
Acorns Securities, LLCBroker
July 2017 - Present · 8 yrs 9 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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
No exam information available for this advisor.