Advisor at Goldman Sachs Wealth Services
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Firm
Goldman Sachs Wealth Services
Location
Cohoes, NY 12047
Credentials
Series 66
Industry experience
6 years
Anthony Toffenetti is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. His prior experience includes roles at The Ayco Company, L.P./Mercer Allied and the New York State Department of Taxation and Finance. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.
Based on Goldman Sachs Wealth Services
Based on Goldman Sachs Wealth Services
Flat fees charged for seminars ($1,000 to $4,000 per session) and certain Financial Wellness programs; Private Family Office integration fee $10,000-$25,000.
$0 - $500,000: 0.85% $500,000 - $1,000,000: Negotiated rates (varies) $1,000,000+: Up to 1.50% annually, varies by strategy and fee model
Commissions are charged on brokerage transactions and insurance referrals; insurance commissions vary by product and may include referral fees.
Hourly Financial Planning offered in limited circumstances, typically between $280 and $600 per hour.
Financial Wellness programs may include subscription or utilization-based fees, e.g., $25 to $250 annually per participant or $750-$1,000 per participant per year.
Account minimum: $1,000,000 Minimum fee: Financial Planning fees range from $2,500 to $100,000 annually, Private Family Office minimum annual fee of $125,000, billed quarterly, with a one-time integration fee $10,000-$25,000; Financial Wellness program fees vary from $25 to $250 annually per participant or utilization-based $750-$1,000 per participant per year; seminar fees $1,000 to $4,000 per session. Fee-only: Separate Financial Planning fees charged, typically ranging from $2,500 to $100,000 annually depending on services.
100 Coliseum Drive
Cohoes, NY 12047
New York
GOLDMAN SACHS & Co. LLC
2021 - Present (5 years)
The Ayco Company, L.P./Mercer Allied
2019 - 2021 (2 years)
New York State Department of Taxation and Finance
2018 - 2019 (1 year)
Quality Inn
2018 - 2018 (1 year)
Auto Task (Datto)
2016 - 2016 (1 year)
SUNY Oswego
2015 - 2018 (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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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.
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