| Advisor Profile |
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| Anthem Advisors, LLC is an independent advisory firm, registered with the SEC as a DBA under Belpointe Asset Management LLC. a Registered Investment Advisor. Investment Advisory services are offered through Belpointe Asset Management LLC |
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About Anthem Advisors |
We're Your Partner for Long-Term Wealth.
Our goals are the same: Sound investment advice free from conflict of interest.
It's that simple. That's what we're about at Anthem Advisors. Much of the financial industry is based on sales and distribution of "products." After years of servicing high net worth families at some of Wall Streets largest firms, we decided to build a firm that helps clients simplify some of life's most complicated questions. For example, Do I have enough to retire with confidence? |
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General Information |
| Years of Experience in Financial Services: |
24
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| Name of Custodial Firm: |
Fidelity, TD Ameritrade & Betterment Institutional
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| Number of Years with Current Firm: |
9
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| Work with the following types of clients: |
Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations
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| States Willing to do Business in: |
Dania,Fort Lauderdale,Hallandale,Hialeah,Hollywood,Homestead,Key Biscayne,Miami,Miami Beach,North Miami Beach,All of Florida and USA
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Services |
| Investment Types: |
Mutual Funds, Bonds, Stocks, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Your Office, Email, Phone, Our Office, Your Home, Video Conference
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CRPC®
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| Securities Licenses: |
Series 63, Series 65
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Firm Information |
| Assets Managed by Firm: |
100 mil+
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| Advisor's Number of Clients: |
125
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| Firm's Number of Clients: |
100+
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| Advisor's Number of Planning Clients: |
25
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| Firm's Number of Planning Clients: |
100+
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| Firm's Number of Managed Clients: |
100+
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Compliance |
| Registered Investment Advisor: |
Yes
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| Investment Advisor Representative: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
| Compensation Methods: |
Based on Assets, Flat Fee
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| Minimum Portfolio Size for New Managed Accounts: |
$500,000
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Frequently Asked Questions |
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What are your qualifications? What is your education background? |
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Every client at Anthem Advisors goes through the Anthem Wealth Management Roadmap. 13 Wealth Management issues that every person should cover. Financial Planning is the cornerstone of what we do. |
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How are you compensated? How will I pay for your services? |
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Wealth management and Financial planning are done in a flat fee or fee-based program. Any risk management needs are serviced through Anthem Risk Management our sister company that provides risk management services. |
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If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
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We have a team based approach. Currently that team is made up of four advisors including myself. Those four advisors each have a specialy were they collaborate with our clients. We have a full time Tax Attorney and CPA on staff. We have a financial planning specialist that works on a financial plan with every client and covers all matters from risk management to estate planning. Every client of ours works directly with our CIO on their investment strategy. |
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How many clients do you currently manage? |
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Will you be the only person working with me? |
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Do you offer any guaranteed results? |
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How much risk should I be willing to take? |
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Depends on your risk profile. |
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Have you ever been charged with any breaches? |
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What is your approach to financial planning? |
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We require all new clients to go through our Financial Planning process before we give any recommendations. |
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Why should I choose you as my financial advisor? |
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Our financial planning approach coupled with our Evidence-Based Investing strategies provide a potent combination in this new world of investing. Our digital family office approach is unique in our market. Come spend 15 minutes with us to learn more. |
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How do you charge for your services? |
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Usually flat fee or fee based on assets under management. |
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What services do you provide? What are your specialties? |
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Please see our website for a breakdown of this: https://www.anthemadvice.com/wealth-management-firms-in-miami-coral-gables-fort-lauderdale/ |
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What financial institution(s) do you represent? |
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We are an independent investment advisor and our services and advice are offered through Belpointe Asset Management. An SEC-registered investment advisor. |
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What is your approach to 401 K plan rollovers? |
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We take this on a case by case basis only after completing a financial plan. |
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How long does the process of rolling over a 401K plan usually take? |
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It depends on where your 401k is located |
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What financial institutions do you represent? |
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We are an independent investment advisor and our services and advice are offered through Belpointe Asset Management. An SEC-registered investment advisor. |
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How many years of experience do you have? |
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The advisors at Anthem Advisors have a combined experience of over 70 years. |
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How many 401K rollover clients do you currently manage? |
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This number varies as clients are constantly leaving for new opportunities and we will help them through the Rollover process. |
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