Jeffrey Anger is a registered investment advisor at Equity Wealth Partners, LLC, based in Independence, MO. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 593 clients with $220M 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 $60K | 1.50% |
| $60K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for portfolios over $10,000,000. For Clients with less than $60,000 in assets under management, there is a minimum fee of $480 per household per year.
Fee Estimator
Location
4700 S Cedar Crest Ct, Independence, MO, 64055
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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
Jeffrey is a co-owner of GAPortfolio LLC, a residential real estate rental business, since 2024. This activity requires minimal time.
Employment History
Current Registrations
Equity Wealth Partners, LLC
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.