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Anthony Hammer

19 Years of Experience
Knoxville, TN
BrokerSells Insurance

Anthony Hammer is a registered investment advisor at Geneos Wealth Management, INC., based in Knoxville, TN, with 19 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 21,668 clients with $9.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
21,668 clients
Average Client Portfolio
$425K average
Assets Under Management
$9.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual management fees are negotiated between you and your representative, ranging from 0.00% to 2.50%. The firm specifies a minimum account fee floor of 0.50%.

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

306 Prosperity Road, Suite 101, Knoxville, TN, 37923

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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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Other Business ActivitiesSells Insurance

Anthony will operate under the name Prosperity Partners Wealth Management LLC at the branch location. He is also an independent representative with various insurance carriers for fixed insurance business.

Employment History
Current Registrations
Geneos Wealth Management, INC.
February 2015 - Present · 11 yrs 8 mos
Geneos Wealth Management, INC.Broker
February 2015 - Present · 11 yrs 8 mos
Previous Registrations
Woodbury Financial Services, INC.
April 2013 - February 2015 · 1 yr 10 mos
Woodbury Financial Services, INC.Broker
April 2013 - February 2015 · 1 yr 10 mos
Edward Jones
February 2007 - April 2013 · 6 yrs 2 mos
Edward JonesBroker
December 2006 - April 2013 · 6 yrs 4 mos
State Registrations11 states
ALCACOFLGAIDILKYOHTNTX
AdvisorBrokerBoth

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.
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