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AH
CFP · ChFC
AH
CFP · ChFC

Anthony Hinds-Fritz

Ip Financial Advisory Services LLC
16 Years of Experience
Syracuse, NY
BrokerSells Insurance
View SEC Summary
View SEC Summary

Anthony Hinds-Fritz is a CFP, ChFC-designated registered investment advisor at Ip Financial Advisory Services LLC, based in Syracuse, NY, with 16 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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,001 clients with $480M in assets under management.

Ip Financial Advisory Services LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
133 advisors
Number of Clients
2,001 clients
Average Client Portfolio
$241K average
Assets Under Management
$481.4M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $250K3.00%
$250K+2.00%

Maximum annual fee is up to 3% and is negotiable. Alternatively, third-party investment programs range from 2.20% down to 1.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

920 Spencer Street, Syracuse, NY, 13204

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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 is an independent insurance agent since 2011, selling life, accident, and health insurance, dedicating a significant amount of time to this activity. He is also a sole member of Evolution Retirement Solutions, LLC, a boutique insurance agency, and a board member of the Financial Planning Association of Central NY, contributing minimal time to this role.

Employment History
Current Registrations
Ip Financial Advisory Services LLC
January 2020 - Present · 6 yrs 9 mos
Innovation Partners LLC
May 2012 - Present · 14 yrs 5 mos
Innovation Partners LLCBroker
May 2012 - Present · 14 yrs 5 mos
Previous Registrations
Innovation Partners LLC
January 2015 - May 2021 · 6 yrs 4 mos
Innovation Partners LLC
October 2013 - October 2014 · 1 yr
Mutual of Omaha Investor Services, INC.Broker
March 2011 - April 2012 · 1 yr 1 mo
Metlife Securities INC.Broker
May 2010 - December 2010 · 7 mos
Hornor, Townsend & Kent, INC.Broker
July 2009 - February 2010 · 7 mos
State Registrations7 states
AZCTFLMDNCNYUT
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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