Anthony William Baxmann

Monere Wealth Management, INC.

3 Years of Experience

Broker

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Areas of Practice

Retirement PlanningEstate PlanningEducation Planning

Monere Wealth Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

350 clients

Average Client Portfolio

$771K average

Assets Under Management

$270.0M

Fee Structure

Minimum Investment:$25K

Minimum Annual Fee:$1,000

Location

20 N. Martingale Road, Suite 450, Schaumburg, IL, 60173

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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.

Employment History

Current Registrations

Monere Wealth Management, INC.

October 2023 - Present · 2 yrs 4 mos

Monere Investments, INC.Broker

May 2022 - Present · 3 yrs 9 mos

State Registrations2 states

ILSC

AdvisorBrokerBoth

Exams

No exam information available for this advisor.