AA
AA

Anton James Anderson

5 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
87 advisors
Number of Clients
9,336 clients
Average Client Portfolio
$115K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$20K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.5M1.50%
$2.5M+1.50%

Fees negotiable for amounts over $2,500,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1236 High Bluff Drive, San Diego, CA, 92130

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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 Activities

Anton is a Managing Partner at Elite Resource Team, which offers online training and in-person educational events on general business topics and marketing. Anton spends about half of his time on this activity, including about a quarter of his time during securities trading hours.

Employment History
Current Registrations
Coppell Advisory Solutions LLC
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Onyx Bridge Wealth Group LLC
January 2021 - June 2021 · 5 mos
Elite Investment Team LLC
September 2018 - January 2021 · 2 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.