Anthony Poehling is a CFP-designated registered investment advisor at Holleyjo Wealth Advisors, based in Edina, MN, with 9 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, Investment Management. Their firm serves 16 clients with $7.4M 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 | 0.90% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.30% |
Fees are negotiable with each client based on a variety of factors.
Fee Estimator
Location
Edina, MN
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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.
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Anthony is a lead trainer for the Foundation for Teaching Economics, working with high school students on economics and leadership for two weeks each summer. He also owns rental property through Colorado Road, LLC, dedicating minimal time to this activity.
Employment History
Current Registrations
Holleyjo Wealth Advisors
Previous Registrations
Poehling Capital Management, INC.
State Registrations1 state
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