Anthony Ackerman is a registered investment advisor at United Advisors America, based in Sugar Land, TX, with 14 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 1,751 clients with $350M 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 $1.5M | 1.00% |
| $1.5M - $2.5M | 0.80% |
| $2.5M+ | 0.60% |
Fixed income portfolio management fee is 0.5%.
Fee Estimator
Location
Sugar Land, TX
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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 →Other Business ActivitiesSells Insurance
Anthony works as an independent contractor/agent for Alliance America, offering insurance products to individuals since December 2024. This activity involves assessing client's insurance needs and providing options, taking about 10-20% of his time.
Employment History
Current Registrations
United Advisors America
Previous Registrations
Pyxis Capital INC.
The Broughton Investment Group, INC.
Sequent Planning, LLC
Redhawk Wealth Advisors, INC.
Redhawk Wealth Advisors, INC.
Investment Advisors
New England Securities Corporation
State Registrations1 state
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.