AQ
CFA
AQ
CFA

Anthony Quill

6 Years of Experience
Minneapolis, MN

Anthony Quill is a CFA-designated registered investment advisor at Tiedemann Advisors, LLC, based in Minneapolis, MN, with 6 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 470 clients with $29B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
470 clients
Average Client Portfolio
$61.8M average
Assets Under Management
$29.0B

Fee Structure

Investment management only (planning not offered)

Tiedemann Advisors charges a fee based on the value of your investments. This fee can be up to 0.85% per year, paid quarterly. The firm may also charge a flat or minimum fee that could be higher than 0.85% annually.

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Location

600 Highway 169 South, Suite 1950, Minneapolis, MN, 55426

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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
Tiedemann Advisors, LLC
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Envoi LLC
October 2019 - July 2024 · 4 yrs 9 mos
State Registrations2 states
ILMN
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.