Antony Reed Hallada

Cliftonlarsonallen Wealth Advisors, LLC

35 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Retirement PlanningEstate PlanningInvestment ManagementEducation Planning

Cliftonlarsonallen Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

96 advisors

Number of Clients

6,728 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$12.3B

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $2.0M	1.10%
$2.0M - $5.0M	0.75%
$5.0M - $10.0M	0.50%
$10M+	0.40%

Fees charged quarterly in advance. Fees may be individually negotiated.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

220 South 6th Street, Suite 300, Minneapolis, MN, 55402-1418

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

April 1999

Closed-No Action

View Full SEC Report How to Read Disclosures

Other Business Activities

Antony is a principal at CliftonLarsonAllen LLP.

Employment History

Current Registrations

Cliftonlarsonallen Wealth Advisors, LLC

October 2004 - Present · 21 yrs 4 mos

Cliftonlarsonallen Wealth Advisors, LLCBroker

May 2004 - Present · 21 yrs 9 mos

Previous Registrations

Cap Pro Brokerage Services, INC.Broker

July 2001 - September 2005 · 4 yrs 2 mos

Nuveen InvestmentsBroker

June 1999 - July 2001 · 2 yrs 1 mo

John G. Kinnard and Company, IncorporatedBroker

November 1989 - May 1999 · 9 yrs 6 mos

State Registrations51 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.