Michael Anthony
Michael Anthony is a CFP-designated registered investment advisor at Golden Years Financial Advisors, INC., based in South Bend, IN, with 7 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Golden Years Financial Advisors does not directly manage investments. Instead, they refer clients to third-party money managers like Gradient Investments. The fees for investment management are charged by the third-party manager and are a percentage of the assets they manage. Golden Years receives a portion of these fees as a referral fee. For example, with Gradient Investments, fees range from 1.00% to 1.80% depending on the portfolio type, with Golden Years receiving 0.60% to 1.00% and Gradient receiving the rest. A $15 quarterly service fee is also charged.
Location
614 E. Ireland Road, South Bend, IN, 46614
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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
Michael is an insurance agent selling fixed insurance products through Michael Anthony Agency since 2019. This takes about a quarter of his time, with a few hours per week during trading hours.
Employment History
Current Registrations
Golden Years Financial Advisors, INC.
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.