Anthony Deem is a registered investment advisor at Deem Asset Management, based in Uniontown, OH, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 39 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
Uniontown, OH
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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 the President and sole member of A2 Properties, LLC, founded in 2015, which engages in real estate rentals, ownership, and property management. He dedicates a few hours per week to this business, primarily involving maintenance, tenant management, and financial oversight.
Employment History
Current Registrations
Deem Asset Management
Previous Registrations
Longbow Securities, LLCBroker
Keybanc Capital Markets INC.Broker
Cleveland Research Company LLCBroker
State Registrations2 states
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.