James Anthony
James Anthony is a registered investment advisor at Martha's Vineyard Investment Advisors, LLC, based in West Tisbury, MA, with 16 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 430 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MVIA offers investment and wealth management services for an annual fee based on the value of your investments. This fee ranges from 0.50% to 1.50% per year, depending on the size and composition of your portfolio and the services you receive. The fee is calculated each quarter based on the average daily value of your account. MVIA may negotiate a different fee rate for certain client holdings, such as assets held away, accommodation accounts, or alternative investments.
Location
496 State Rd, West Tisbury, MA, 02575
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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
Martha's Vineyard Investment Advisors, LLC
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLC
State Registrations1 state
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