Anson Cottle
Anson Cottle is a registered investment advisor at Momentum Wealth Management, based in Columbus, GA, with 12 years of industry experience. Anson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 269 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1.0M | 1.40% |
| $1M+ | 1.15% |
Cash is billed at a flat rate of 0.5%. SIMPLE IRAs and fee-based annuities are charged 1.0%. 529 plan accounts are managed at 0.0%. Fees are negotiable.
Fee Estimator
Location
1201 Front Ave., Suite N, Columbus, GA, 31901
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anson is an independent insurance agent for various companies through Momentum Protect LLC since 2018, providing insurance planning, dedicating about 10-20% of their time. Anson also provides graphic design and branding services.
Employment History
Current Registrations
Momentum Wealth Management
Previous Registrations
Momentum Wealth Management
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
C C F Investments, INC.Broker
State Registrations6 states
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