Antony Hallada
Antony Hallada is a registered investment advisor at Cliftonlarsonallen Wealth Advisors, LLC, based in Minneapolis, MN, with 36 years of industry experience. Antony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 7,010 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees charged quarterly in advance. Separate fees may be charged for financial planning update services, as well as other services. Fees may be individually negotiated.
Fee Estimator
Location
220 South 6th Street, Suite 300, Minneapolis, MN, 55402-1418
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 1999Other Business Activities
Antony is a principal at CliftonLarsonAllen LLP.
Employment History
Current Registrations
Cliftonlarsonallen Wealth Advisors, LLC
Cliftonlarsonallen Wealth Advisors, LLCBroker
Previous Registrations
Cap Pro Brokerage Services, INC.Broker
Nuveen InvestmentsBroker
John G. Kinnard and Company, IncorporatedBroker
State Registrations51 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.