Anthony Shockley
Anthony Shockley is a registered investment advisor at Signature Equity Partners, LLC, based in Columbus, OH, with 40 years of industry experience. 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,056 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Signature Equity Partners offers investment management through various programs:
VISION2020 Wealth Management Platform:
- Advisor Managed Portfolio Program: Fees range from 0.25% to 1.75% annually, negotiated with your advisor.
- Unified Managed Account Program: Fees range from 0.25% to 1.75% annually, negotiated with your advisor.
Independent Portfolio Management Services:
- Fees range from 0.25% to 1.75% annually, negotiated with your advisor.
Fees are based on the value of your account and can be tiered or a flat percentage. Fees are typically deducted from your account. The specific fee and payment frequency are detailed in your advisory agreement.
Location
445 Hutchinson Ave, Suite 800, Columbus, OH, 43235
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Regulatory History
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 ActivitiesSells Insurance
Anthony is an agent at Signature Financial Group, LLC, involved in sales and marketing of fixed annuities and non-variable insurance, dedicating a few hours per week. He also conducts investment and insurance business under the same name, taking nearly full-time hours, and is an Investment Advisor Representative at Signature Equity Partners, LLC, spending about 10-20% of his time on sales and marketing of investment advisory products.
Employment History
Current Registrations
Signature Equity Partners, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations25 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.