Anthony Brong
Anthony Brong is a registered investment advisor at Wealthkare.com, INC., based in Middletown, PA, with 22 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 738 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WealthKare offers investment management services where fees are based on a percentage of the assets managed. The annual fee is negotiable, but will not exceed 2.25%. The fee is paid quarterly, in advance. WealthKare also participates in Altruist LLC’s Model Marketplace, which charges an additional annual fee of up to 0.18%.
Location
4000 Vine Street, Suite 103, Middletown, PA, 17057
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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 with American Assets Financial Corporation since 2011 and an independent insurance agent since 1994, selling insurance products. This takes a few hours per week, with a small portion during market hours.
Employment History
Current Registrations
Wealthkare.com, INC.
Previous Registrations
American Portfolios Advisors, INC
Hackett Associates, 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.