Anthony Mansoor
Anthony Mansoor is a registered investment advisor at Spartan Wealth Management, based in Bingham Farms, MI, with 9 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 Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,176 clients with $1.5B 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 charged at an annual rate of up to 1.50% of assets under management. Fees may be negotiable at the sole discretion of the firm.
Fee Estimator
Location
32600 Telegraph Road, Suite 200, Bingham Farms, MI, 48025
Get directionsHistory
Regulatory History (1)
Financial
March 2017Employment History
Current Registrations
Spartan Wealth Management
LPL Financial LLCBroker
Previous Registrations
Cadaret, Grant & CO., INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations1 state
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
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