Anthony Muhlenkamp is a registered investment advisor at Muhlenkamp & CO INC, based in Wexford, PA, with 23 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 69 clients with $440M 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 $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees are negotiable and may be higher or lower based on the nature of the account. Fees may be 'householded'.
Fee Estimator
Location
Muhlenkamp & Co., Inc., 5000 Stonewood Dr., Ste. 300, Wexford, PA, 15090
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anthony is the president of Muhlenkamp & Company, Inc., a registered investment advisor, dedicating full-time hours to it. He is also treasurer for Independent Family Resources Group, president of Moses Properties Holdings LLC (rental real estate), 10% owner of Wetfield LLC, and a partner at Verserity LLC (consulting for non-profits).
Employment History
Current Registrations
Muhlenkamp & CO INC
Quasar Distributors, LLCBroker
State Registrations51 states
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