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Anthony Mansoor

8 Years of Experience
Bingham Farms, MI
1 DisclosureBroker

Anthony Mansoor is a registered investment advisor at Spartan Wealth Management, based in Bingham Farms, MI, with 8 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 1,176 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
1,176 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.5B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees may be negotiable at the sole discretion of the Advisor. The Client’s fees will take into consideration the aggregate assets under management with the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

32600 Telegraph Road, Suite 200, Bingham Farms, MI, 48025

Get directions

History

Regulatory History (1)
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Financial
March 2017
Final
Employment History
Current Registrations
Spartan Wealth Management
August 2025 - Present · 8 mos
LPL Financial LLCBroker
July 2025 - Present · 9 mos
Previous Registrations
Cadaret, Grant & CO., INC.Broker
January 2025 - July 2025 · 6 mos
J.P. Morgan Securities LLCBroker
October 2019 - January 2025 · 5 yrs 3 mos
J.P. Morgan Securities LLCBroker
December 2015 - February 2018 · 2 yrs 2 mos
State Registrations1 state
MI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.