TrueAdvisor
TrueAdvisor
AB
CFP
AB
CFP

Anton Bayer

Up Capital Management, INC.
24 Years of Experience
Bulverde, TX
View SEC Summary
View SEC Summary

Anton Bayer is a CFP-designated registered investment advisor at Up Capital Management, INC., based in Bulverde, TX, with 24 years of industry experience. Anton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 167 clients with $210M in assets under management.

Up Capital Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
167 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$212.6M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees generally range from 0.5% to 2.0% of assets under management and are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Bulverde, TX

Get directions

History

Regulatory History
Clean regulatory record

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 Activities

Anton is involved in real estate rental, dedicating about 10% of his time to properties in multiple counties and cities. He also spends minimal time as a book author, selling "Exposing the Myths of Financial Success" and "Physicians Guide to Wealth", and another minimal amount of time on AC Financial/Bayer Enterprise for tax/investment purposes.

Employment History
Current Registrations
Up Capital Management, INC.
October 2012 - Present · 14 yrs
Previous Registrations
LPL Financial LLC
November 2011 - December 2014 · 3 yrs 1 mo
Securities America Advisors, INC.
August 2009 - November 2011 · 2 yrs 3 mos
CBIZ Financial Solutions, INC.
July 2002 - December 2009 · 7 yrs 5 mos
Capital Management Investment Group
May 2002 - July 2002 · 2 mos
State Registrations2 states
CATX
Advisor

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.
More Advisors
More financial advisors in Bulverde, TX →All financial advisors in Texas →