Anton Bayer is a CFP-designated registered investment advisor at Up Capital Management, INC., based in Bulverde, TX, with 23 years of industry experience. Anton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 167 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Up Capital Management offers asset management services through the Up Management Program. Fees range from 0.5% to 2.0% of your portfolio's value annually, billed monthly or quarterly in advance. The exact fee is negotiable based on the size of your account, the assets it holds, the complexity of your situation, and your relationship with Up Capital Management. The minimum account size is $100,000, but exceptions may be granted.
Location
Bulverde, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.
Previous Registrations
LPL Financial LLC
Securities America Advisors, INC.
CBIZ Financial Solutions, INC.
Capital Management Investment Group
State Registrations2 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.