Anthony Austreng
Anthony Austreng is a CFP-designated registered investment advisor at Forthright Wealth Management, LLC, based in Alpharetta, GA, with 22 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 527 clients with $660M 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 $500K | 0.90% |
| $500K - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.25% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.15% |
Certain legacy clients may be billed under a different fee structure.
Fee Estimator
Location
5755 North Point Pkwy, Suite 47, Alpharetta, GA, 30022
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 is a 25% owner of an office suite in Alpharetta, GA through his LLC, TJ Austreng, LLC.
Employment History
Current Registrations
Forthright Wealth Management, LLC
Previous Registrations
Suntrust Investment Services, INC.
Ameriprise Financial Services, INC.
State Registrations2 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.