Anthony Reel is a CFP-designated registered investment advisor at Liberty Capital, based in Bend, OR, with 25 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 131 clients with $84M 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 $100K | 2.75% |
| $100K - $250K | 2.50% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are general guidelines and may be negotiated with your broker. Accounts are subject to a $250 minimum annual fee.
Fee Estimator
Location
Bend, OR
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 ActivitiesSells Insurance
Anthony offers life insurance and fixed annuity products as an additional service to clients outside of Liberty Capital. He spends minimal time on this activity.
Employment History
Current Registrations
Liberty Capital
Liberty Capital Investment Corporation
Liberty Capital Investment CorporationBroker
Previous Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations5 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.
Exams
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