T. Anton Investment House offers financial planning, portfolio management, and retirement plan rollover recommendations. Financial planning covers securities, taxes, estate planning, insurance, retirement, personal investments, financing options, and company benefits. Investment management is offered with discretionary trading authorization, using proprietary investment models based on client objectives and risk tolerance.
Assets Under Management$330M
Clients335
Advisors3
Avg. per Client$990K
Avg. per Advisor$110M
www.tantoninvestmenthouse.com ·www.facebook.com/tantoninvestmenthouse ·www.linkedin.com/in/tracey-anton-38722117
Fee Structure
Minimum Investment:$800K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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