Anthony Yoder is a registered investment advisor at Rea Wealth Management, based in New Philadelphia, OH, with 10 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 938 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rea Wealth Management's fees are calculated as a percentage of the market value of your account at the end of each calendar quarter. Fees are negotiable and may differ based on the type and size of the account. Rea Wealth generally offers two types of fee schedules: a fixed schedule and a blended fee schedule. You will also pay fees for custodial services, account maintenance, and transactions.
Fixed Schedule:
- $0 to $1,000,000: 1.50%
- $1,000,001 to $2,000,000: 1.10%
- $2,000,001 or more: 1.00%
Blended Schedule:
- Fee schedule identifies specific portions of the account value to be charged at different fee rates. The total value of the account is compared against this schedule and based on the account size; the different fee rates are blended to determine the total account fee for that period.
Location
419 West High Avenue, New Philadelphia, OH, 44663
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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 is an investment advisor representative (IAR) with Investment Partners, Ltd, providing financial planning and asset management services. He also sells fixed insurance products, dedicating about 10% of his time to this activity.
Employment History
Current Registrations
Rea Wealth Management
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations13 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.