Anthony Wolfe is a registered investment advisor at Lanark Financial, INC., based in Birmingham, AL, with 26 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 3,576 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Advisory fees generally range from 0.50% to 2.50% annually based on the investment manager selected, portfolio size, and complexity. Fees are negotiable.
Fee Estimator
Location
1927 1st Avenue North, Birmingham, AL, 35203-0686
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 Activities
Anthony works as a substitute school bus driver for Shelby County Schools in Alabama. This non-investment related activity takes about 10-20% of his time during the months when school is in session.
Employment History
Current Registrations
Lanark Financial, INC.
Lanark Financial, INC.Broker
Previous Registrations
Amsouth Investment Services, INC.Broker
Franklin Financial Services CorporationBroker
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.
Exams
More Advisors
- Darren Hinshaw, CFALanark Financial, INC.
- John KeithLanark Financial, INC.
- John Doody, CFALanark Financial, INC.
- David HopeLanark Financial, INC.
- Frank FalkenburgLanark Financial, INC.
- Patrick Long, CFPCommonwealth Financial Network