tag
How does the advisor help clients – Key Takeaways:
Anthony Investment Management, LLC is committed to helping its clients achieve their financial goals through personalized investment management services. With years of experience and a team of expert advisors, the company offers a range of financial services, tailored to the specific needs of each client.
- The company offers a variety of investment management services, including financial planning, asset allocation, and portfolio management.
- Anthony Investment Management, LLC takes a comprehensive approach to financial planning, considering all aspects of a client’s financial situation to create a personalized and effective investment strategy.
- The company’s team of advisors is highly skilled and knowledgeable in various financial areas, allowing them to provide expert guidance and advice to clients.
Facts and Insights
Founded in 2005, Anthony Investment Management, LLC has been helping clients achieve their financial goals for over 15 years. With a strong track record of success and a solid reputation in the industry, the company continues to grow and expand its services to meet the changing needs of its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 15 years |
Financial Services Offered
- Financial Planning
- Asset Allocation
- Portfolio Management
- Tax Planning
- Estate Planning
- Retirement Planning
Client Types
Anthony Investment Management, LLC works with a diverse range of clients, including individuals, families, and business owners. The company also serves clients from different industries, including healthcare, technology, and education.
Fees & Compensation
The company follows a fee-based structure, which means that clients pay a set percentage of their assets under management as a fee for the company’s services. This ensures that the company’s interests are aligned with those of its clients. The company does not receive any commissions or incentives from third-party sources, ensuring that the advice and recommendations provided are always in the client’s best interests.
Background
The founder of Anthony Investment Management, LLC, John Anthony, has over 20 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and holds various other certifications, including Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA). Under his leadership, the company has grown to become a reputable and trusted name in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, Anthony Investment Management, LLC is held to a fiduciary standard, which means they are legally obligated to act in the best interests of their clients. The company is also transparent with its fees and potential conflicts of interest, providing clients with all the necessary information to make informed decisions about their investments.