Anthony Hollerich is a registered investment advisor at The Institute, based in Seattle, WA. 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 817 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IWM charges a percentage of your assets under management. The exact fee is negotiated between you and your advisor, but the maximum fee is 2.00% per year. Fees can vary significantly among clients. IWM may waive fees for certain clients. IWM may also retain sub-advisors to assist with managing portfolios.
Location
4020 E Madison St, Suite 210, Seattle, WA, 98112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
The Institute
State Registrations1 state
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