Anthony House is a registered investment advisor at I2i Analytics, LLC, based in Evanston, IL, with 15 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 30 clients with $90M 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 | 1.25% |
| $1M+ | 1.00% |
Fees are for diversified portfolios. Fees are negotiable. For highly concentrated positions, the maximum annual fee is 1.00% for amounts under $1 million and 0.75% for amounts $1 million and above.
Fee Estimator
Location
Evanston, IL
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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.
Learn about disclosures →Employment History
Current Registrations
I2i Analytics, LLC
Previous Registrations
I2i Analytics, LLC
I2i Analytics, LLC
State Registrations2 states
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