Anthony White
Anthony White is a CFP, ChFC-designated registered investment advisor at Uhler Vertich White Advisors, based in Fort Myers, FL, with 37 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 303 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is for the IMPAC and Ambassador programs. All fees are subject to negotiation. UVWA typically requires compensation of at least $10,000 per year.
Fee Estimator
Location
1510 Royal Palm Square Boulevard, Suite 103, Fort Myers, FL, 33919-1068
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2003Other Business ActivitiesSells Insurance
Anthony owns Scott White Advisors, LLC, which is in the process of being dissolved after its sale in May 2023, requiring minimal time. He also works as an agent selling long-term care insurance, non-variable life insurance, and non-variable annuities, dedicating a few hours per week.
Employment History
Current Registrations
Uhler Vertich White Advisors
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services Advisors, INC
Scott White Advisors, LLC
Raymond James Financial Services
Banc One Securities CorporationBroker
First Chicago Nbd Investment Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.