AA
AA

Anthony Louis Ackerman

13 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
22 advisors
Number of Clients
1,751 clients
Average Client Portfolio
$202K average
Assets Under Management
$353.7M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.5M1.00%
$1.5M - $2.5M0.80%
$2.5M+0.60%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Sugar Land, TX

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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 works as an independent contractor/agent for Alliance America, offering insurance products to individuals since December 2024. This activity involves assessing client's insurance needs and providing options, taking about 10-20% of his time.

Employment History
Current Registrations
United Advisors America
February 2025 - Present · 1 yr
Previous Registrations
Pyxis Capital INC.
April 2023 - May 2023 · 1 mo
The Broughton Investment Group, INC.
October 2019 - November 2022 · 3 yrs 1 mo
Sequent Planning, LLC
September 2018 - August 2019 · 11 mos
Redhawk Wealth Advisors, INC.
May 2017 - May 2018 · 1 yr
Redhawk Wealth Advisors, INC.
June 2015 - July 2016 · 1 yr 1 mo
Investment Advisors
March 2013 - May 2015 · 2 yrs 2 mos
New England Securities Corporation
April 2008 - November 2012 · 4 yrs 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.