AS
ChFC
AS
ChFC

Antonio Sankey

24 Years of Experience
Hoover, AL
Sells Insurance

Antonio Sankey is a ChFC-designated registered investment advisor at Ads Wealth Management LLC, based in Hoover, AL, with 24 years of industry experience. Antonio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 55 clients with $15M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
55 clients
Average Client Portfolio
$280K average
Assets Under Management
$15.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.5M1.00%
$1.5M - $2.5M0.80%
$2.5M - $4.0M0.60%
$4M+0.50%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3000 Riverchase Galleria, Suite 950, Hoover, AL, 35244

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Antonio owns Antonio D. Sankey & Associates, LLC, an insurance brokerage, since 2016. He is appointed with various outside insurance carriers and dedicates about half of his time to this activity, including time during trading hours.

Employment History
Current Registrations
Ads Wealth Management LLC
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
World Equity Group, INC.Broker
June 2019 - July 2019 · 1 mo
Triumph Wealth Advisors, INC.
July 2017 - June 2019 · 1 yr 11 mos
Taylor Capital Management INC.Broker
July 2017 - June 2019 · 1 yr 11 mos
Eagle Strategies LLC
August 2003 - July 2017 · 13 yrs 11 mos
Nylife Securities LLCBroker
August 2001 - July 2017 · 15 yrs 11 mos
State Registrations5 states
ALFLGALATX
Advisor

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
No exam information available for this advisor.
Antonio Sankey - Financial Advisor | TrueAdvisor