Thomas Anthony is a registered investment advisor at Anthony Investment Management, LLC, based in Wheeling, WV, with 23 years of industry experience. Thomas 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. Their firm serves 108 clients with $74M 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 | 0.75% |
| $500K - $2.0M | 0.50% |
| $2M+ | 0.25% |
Nonprofit organizations may receive a discount. Fees may be reduced based on family relationship, dollar amount of assets to be managed, related accounts, unmanaged assets, and account composition.
Fee Estimator
Location
2-22nd Street, Suite 306, Wheeling, WV, 26003
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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 →Employment History
Current Registrations
Anthony Investment Management, LLC
Previous Registrations
Mckinley Carter Wealth Services, INC.
Anthony Financial Management, LLC
Blue Vase Securities, LLC
Next Financial Group, INC.
State Registrations4 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.