Anatole Kamentz
Anatole Kamentz is a registered investment advisor at Global View Capital Management LLC, based in Woodruff, WI, with 30 years of industry experience. Anatole operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 3,819 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Schedule represents the Flexible Plan Investments program fees. Other programs such as the Personalized Managed Account Program have separate fee structures with platform fees ranging from 0.75% to 1.00% plus advisor fees up to 1.40%.
Fee Estimator
Location
521 Hemlock Street, P.O. Box 2045, Woodruff, WI, 54568
Get directionsHistory
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
Anatole owns and operates Jana's Tax Service, preparing taxes for individuals and businesses, dedicating about a quarter of his time most months and nearly full-time during tax season. Anatole is also an insurance agent for Global View Capital Insurance Services, LLC and Experior Financial Group, Inc., marketing and selling fixed insurance products, including life, long-term care, disability insurance, and annuities, taking a significant amount of his time.
Employment History
Current Registrations
Global View Capital Management LLC
Previous Registrations
The Strategic Financial Alliance
H. Beck, INC.
LPL Financial Corporation
Waterstone Financial Group, INC.
Sterling Portfolio Allocation Service INC
Ffp Advisory Services INC
State Registrations1 state
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