Anthony Potthast
Anthony Potthast is a registered investment advisor at Trustage Investment Management, based in Madison, WI, with 24 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 363 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TruStage Investment Management's fees for unaffiliated clients are negotiable, ranging from 0.10% to 1.00% annually of the market value of the assets managed. The specific fee depends on the nature of the engagement, account size, asset composition, and the complexity of the client's preferences and objectives. Fees are generally billed monthly or quarterly in arrears and are typically non-refundable.
Location
5910 Mineral Point Rd, Madison, WI, 53705
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2010Employment History
Current Registrations
Trustage Investment Management
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State Registrations16 states
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