Advisor at Berkeley Capital Partners, 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.
Location
Milton, GA 30004
Credentials
CFA®, Series 66
Industry experience
19 years
Anthony Palazzo is a CFA® charterholder with 19 years of industry experience. He has been with Berkeley Capital Partners, LLC since 2015 and briefly worked at Triad Advisors, Inc. Prior to his current role, he accumulated experience in financial advisory services. Berkeley Capital Partners, LLC manages discretionary portfolios for individuals, trusts, retirement plans, and institutional clients using global asset allocation strategies across multiple asset classes. The firm is notable for sponsoring private pooled investment vehicles and employing performance-based incentive allocations, operating from multiple offices while utilizing derivatives and leverage in managed accounts.
Based on Berkeley Capital Partners, LLC
Based on Berkeley Capital Partners, LLC
Flat fees for Retirement Plan Services range from $35,000 to $65,000 quarterly depending on plan size, negotiable above $30 million; also flat fee advisory services determined case-by-case.
$0 - $10,000,000: 0.50% $10,000,000 - $20,000,000: 0.35% $20,000,000 - $30,000,000: 0.25% $30,000,000+: Negotiable $0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000+: 0.90%
Performance-based fees are charged in Private Funds based on capital appreciation above a hurdle rate, including incentive fees through a waterfall structure.
Minimum fee: Retirement Plan Services Fixed Fees: $35,000 to $65,000 per quarter depending on plan size, negotiable above $30 million
3000 Heritage Walk, Suite 301
Milton, GA 30004
Georgia · Texas
Berkeley Capital Partners, LLC
2015 - Present (11 years)
Triad Advisors, Inc.
2015 - 2016 (1 year)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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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