Advisor at Investment Capital Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Investment Capital Advisors
Location
Clinton, NJ 08809
Credentials
CFP®, Series 63
Industry experience
43 years
Anthony Locascio is a CFP® with 43 years of experience in the financial services industry. He is the principal advisor at Investment Capital Advisors, an independent firm he has led since 2018. Prior to this, he worked at Kovack Advisors and Kovack Securities. Outside of advising, he is also an author of a children’s book and performs as a stand-up comedian. Investment Capital Advisors provides fee-based investment advisory and customized financial planning services to individuals, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation using a variety of instruments and manages accounts primarily on a discretionary, longer-term basis.
Based on Investment Capital Advisors
Fixed fee for comprehensive financial planning services ranging from $400 to $3,000 based on client profile
$0 - $250,000: 1.00% annually $250,001 - $500,000: 0.90% annually $500,001 - $1,000,000: 0.80% annually $1,000,001 - $2,000,000: 0.70% annually $2,000,001 - $3,000,000: 0.60% annually $3,000,001 - $5,000,000: 0.55% annually $5,000,001+: 0.50% annually
$375 per hour for financial planning services after the initial year
Account minimum: $50,000 Fee-only: Fixed fees for financial planning ranging from $400 to $3,000 based on income, net worth, and marital status; hourly rate of $375 per hour for subsequent financial planning services after one year.
116 West Main St.
Clinton, NJ 08809
Delaware · Florida · Louisiana · New Jersey · North Carolina · Pennsylvania · South Carolina · Texas · Virginia
Investment Capital Advisors LLC
2018 - Present (8 years)
Kovack Advisors, inc.
2015 - 2018 (3 years)
Kovack Securities Inc.
2014 - 2024 (10 years)
Anthony Locascio Consulting, LLC
2005 - Present (21 years)
Anthony Locascio Agency
1981 - Present (45 years)
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Is active or affiliated with:
Insurance agent
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Accountant / CPA / tax prep
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Broker-dealer / trader
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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
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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