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Anthony Brinda

13 Years of Experience
Maple Grove, MN

Anthony Brinda is a registered investment advisor at Underdog Wealth Management, LLC, based in Maple Grove, MN, with 13 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 408 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
408 clients
Average Client Portfolio
$274K average
Assets Under Management
$111.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

The maximum fee for UnderDog’s Wealth Management service as of September 21, 2015, is 1.75% annually. The fee charged is based on the scope and complexity of the work. UnderDog Wealth Management, LLC’s fees are negotiable. Existing clients may have a different fee structure.

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

13762 Reimer Drive N, Maple Grove, MN, 55311

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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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Employment History
Current Registrations
Underdog Wealth Management, LLC
January 2014 - Present · 12 yrs 4 mos
Previous Registrations
Paradigm, Strategies in Wealth Management, LLC
February 2017 - November 2019 · 2 yrs 9 mos
UBS Financial Services INC.
November 2008 - February 2010 · 1 yr 3 mos
State Registrations3 states
MNTXWI
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.