Antony Roop is a registered investment advisor at Brown Edwards Wealth Strategies, based in Lynchburg, VA, with 8 years of industry experience. Antony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 200 clients with $330M 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 | 1.25% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
All accounts for members of the client’s household (i.e., husband, wife, and dependent children) or related businesses may be assessed fees based on the total balance of all accounts. Fees and account minimums may be negotiable under certain circumstances.
Fee Estimator
Location
828 Main Street, Suite 1401, Lynchburg, VA, 24504
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Antony is a partner/CPA at Brown, Edwards & Company, LLP since 2015, dedicating full-time hours to this role. He is also a member of BEC Ventures, LLC and a shareholder of a building, dedicating minimal time to the latter.
Employment History
Current Registrations
Brown Edwards Wealth Strategies
State Registrations3 states
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