How does the advisor help clients – Key Takeaways:
ANTHEM ASSET MANAGEMENT is a renowned financial firm that prides itself on providing expert financial advice to its clients. With years of experience in the industry and a team of highly qualified advisors, they have created a reputation for excellence and expertise in the financial world.
The team at ANTHEM ASSET MANAGEMENT understand that every client is unique with their own financial goals and needs. They work closely with each client to understand their specific situation and create tailored financial plans that will help them achieve their goals.
Their dedication to their clients’ financial success and their extensive knowledge of the financial market sets them apart as one of the top financial companies in the industry.
Facts and Insights
Founded in 2005, ANTHEM ASSET MANAGEMENT has been providing financial services for over 15 years. In that time, they have accumulated over $2.5 billion in assets under management and have a team of 40 highly qualified and experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $2.5 billion | 40 |
Financial Services Offered
ANTHEM ASSET MANAGEMENT offers a comprehensive range of financial services to their clients. These include portfolio management, retirement planning, tax planning, estate planning, risk management, and more. Their team of advisors has expertise in various areas of finance, ensuring that they can provide a holistic approach to every clients’ financial needs.
Client Types
ANTHEM ASSET MANAGEMENT works with a diverse range of clients, including high net worth individuals, small businesses, corporations, and nonprofit organizations. Their diverse client base speaks to their ability to adapt and cater to the unique needs of each client.
Fees & Compensation
As a fee-only firm, ANTHEM ASSET MANAGEMENT does not receive any commissions or compensation from selling financial products to their clients. Instead, they charge a percentage of the assets under management as their fee, aligning their interests with their clients’ financial success.
Background
The team at ANTHEM ASSET MANAGEMENT brings a wealth of experience and knowledge to the table. Their advisors have a strong educational background and extensive hands-on experience in the financial industry. This allows them to provide expert advice and guidance to their clients, helping them achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, ANTHEM ASSET MANAGEMENT is required to disclose any past legal or disciplinary events that may potentially impact their ability to provide financial services. These disclosures can be found on their Form ADV, which they are legally obligated to provide to their clients upon request.