Anthony Krance is a CFP-designated registered investment advisor at Circle R Wealth LLC, based in Crivitz, WI, with 16 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4 clients with $1.3M 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 | 0.77% |
| $500K - $1.0M | 0.67% |
| $1.0M - $5.0M | 0.57% |
| $5M+ | 0.37% |
Fees are negotiable. When Circle R uses Altruist LLC’s Model Marketplace, Altruist charges an additional annual fee ranging from 0% to 1%.
Fee Estimator
Location
117 N Us Highway 141, Crivitz, WI, 54114
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
Anthony is involved with AFK Solutions Provider, offering funding, tax planning, and retirement planning for small businesses, taking about a quarter of his time. He also operates as a sole proprietor providing insurance products and services, which takes about a quarter of his time.
Employment History
Current Registrations
Circle R Wealth LLC
Previous Registrations
Kerberrose Wealth Management, LLC
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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.