Advisor at Custos Family Office LLC
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
Custos Family Office LLC
Location
Greenwood Village, CO
Credentials
CFA®, Series 63
Industry experience
16 years
Anthony Lopiccolo is a CFA® charterholder with 16 years of experience in the financial industry. He is currently with Custos Family Office LLC, where he has worked since 2018. Prior to that, he held positions at JPMorgan Chase Bank NA and J.P. Morgan Securities. Outside of his advisory role, he is a member of Mow Time Partners, LLC, an unrelated business, and is a notary public in the State of Colorado. Custos Family Office provides investment management, financial planning, retirement-plan advisory, and consulting services for individuals, high-net-worth clients, charitable organizations, foundations, trusts, and estates. The firm employs a risk-focused investment approach that emphasizes asset allocation and uses a variety of investment vehicles, including equities, ETFs, mutual funds, and private investments.
Based on Custos Family Office LLC
Based on Custos Family Office LLC
Fixed fees for financial plans range from $1,000 to $100,000
Financial planning hourly rates up to $500 per hour depending on complexity
Maximum 20% of net of fee portfolio performance relative to agreed benchmark, capped at 0.20% quarterly, no high watermark
Account minimum: $1,000,000 Minimum fee: Annual fixed fees range from $1,000 to $500,000 depending on the level of engagement
Greenwood Village, CO
Colorado · Texas
Custos Family Office
2018 - Present (8 years)
1851 Irving LLC
2017 - 2021 (4 years)
Jpmorgan Chase Bank NA
2012 - 2018 (6 years)
J.P. Morgan Securities
2012 - 2018 (6 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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
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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