Anthony Hanley
Anthony Hanley is a registered investment advisor at Arete Wealth Advisors, LLC, based in Chicago, IL, with 23 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,426 clients with $2.7B 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 $249K | 3.00% |
| $249K - $750K | 2.50% |
| $750K - $1.5M | 2.00% |
| $1.5M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable. A $50,000 initial minimum account balance is generally required, but may be waived.
Fee Estimator
Location
1115 W Fulton Market, 3rd Floor, Chicago, IL, 60607
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2018Customer Dispute
June 2013Other Business ActivitiesSells Insurance
Anthony is the founder of Matthew's Hope Children's Ministries/Charity and owns rental properties, dedicating minimal time to each. He also owns Legacy Financial Group (fixed insurance) and Legacy Tax Service, spending a few hours per week on these ventures, and is a partner in Mini-Lux Tiny Homes, LLC, spending minimal time on it.
Employment History
Current Registrations
Arete Wealth Advisors, LLC
Previous Registrations
Center Street Advisors, INC.
Center Street Securities, INC.Broker
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
State Registrations2 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.