Tracey Anton is a CFP-designated registered investment advisor at T. Anton Investment House, INC., based in Madison, WI, with 31 years of industry experience. Tracey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 335 clients with $330M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Investment management service fees are negotiable at the adviser’s sole discretion, based on facts such as prior relationship or expected future additions to an account.
Fee Estimator
Location
Madison, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
T. Anton Investment House, INC.
Previous Registrations
Googins & Anton, INC.
State Registrations5 states
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