Advisor at Alaska Retirement
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Anthony Giralmo is a financial advisor at Alaska Retirement with 10 years of industry experience. He holds a Series 66 designation and has previously worked at SG Advisors Inc. and WestPac Wealth Partners. Outside of advising, he is the CEO and owner of Property Benefit, Inc., a real estate connection service that offers discounted real estate commissions. Alaska Retirement serves individual and high-net-worth clients, as well as pension and profit-sharing plans, providing financial planning, portfolio analysis, and pension consulting. The firm refers investment management to a third-party adviser and primarily manages non-discretionary assets, documenting client goals through Investment Policy Statements and conducting periodic reviews.
Based on Alaska Retirement
Pension consulting flat fee up to $2,000
Up to 0.85% annually for portfolio management and pension consulting
Owner is licensed insurance agent and receives commissions on insurance products sales
Financial planning hourly rate of $300/hour
Fee-only: Financial planning hourly fee of $300/hour; Flat pension consulting fee up to $2,000
Anchorage, AK
Alaska
SG Advisors Inc
2017 - Present (9 years)
WestPac Wealth Partners
2014 - 2017 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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