Anthony Nagle is a registered investment advisor at Lowercase Capital, LLC, based in Grand Prairie, TX, with 7 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $130K 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 $250K | 1.00% |
| $250K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.55% |
| $5M+ | 0.40% |
Fees are negotiable. Discounts may be offered to existing clients purchasing additional services.
Fee Estimator
Location
Grand Prairie, TX
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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 Activities
Anthony owns a rental property in Newport News, VA, which is managed by Berkshire Hathaway Home Services, and he spends minimal time on this activity. He also works full-time as a Field Training Manager for IBA Proton Therapy, performing engineering and management tasks.
Employment History
Current Registrations
Lowercase Capital, LLC
State Registrations1 state
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