Anthony Wall is a registered investment advisor at Upper Left Wealth Management, LLC, based in Tampa, FL, with 10 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 95 clients with $200M 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 $1.0M | 0.95% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.35% |
Fee Estimator
Location
Tampa, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Upper Left Wealth Management, LLC
Previous Registrations
Praetorian Guard, a Division of Praetorian Wealth Management,inc
Praetorian Guard, a Division of Praetorian Wealth Management,inc
State Registrations1 state
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