Michael Smith is a CFP-designated registered investment advisor at T. Anton Investment House, INC., based in Madison, WI, with 13 years of industry experience. Michael 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
708 Heartland Trail, Suite #3000, Madison, WI, 53717-2174
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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
Trustage Investment Management
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations5 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.