Anthony Reel is a CFP-designated registered investment advisor at Liberty Capital, based in Portland, OR, with 24 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. 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 may be negotiable. Liberty Capital does not currently charge over 2.00%, but may charge up to 2.75% for active accounts with frequent trading and lower account values.
Fee Estimator
Location
1618 SW 1st Avenue, Ste. 425, Portland, OR, 97201
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.