AH
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
96 advisors
Number of Clients
6,728 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$12.3B
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.10% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are charged quarterly in advance. The 1.10% fee applies to "Core" clients with $2 million or less managed. Fees may be individually negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$500 - $10,000
You'll generally pay a fee based on a percentage of your assets under management. For "Core" clients (under $2 million managed), the fee is 1.10%. For "Non-Core" clients (over $2 million), fees are tiered (see table). Financial and estate planning services range from $500 to $10,000+. Fees are negotiable and may vary based on complexity and scope of services. There are also fees for qualified retirement plan advisory services.
Areas of Practice
Retirement PlanningEstate PlanningInvestment ManagementEducation PlanningInsurance PlanningBusiness OwnersHigh Net Worth
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Advisor Information
Office location
220 South 6th Street, Suite 300, Minneapolis, MN, 55402-1418
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 1999Closed-No Action
Other Business Activities
Antony is a principal at CliftonLarsonAllen LLP.
Employment History
Current Registrations
Cliftonlarsonallen Wealth Advisors, LLC
October 2004 - Present · 21 yrs 3 mos
Cliftonlarsonallen Wealth Advisors, LLC Broker
May 2004 - Present · 21 yrs 8 mos
Previous Registrations
Cap Pro Brokerage Services, INC.Broker
July 2001 - September 2005 · 4 yrs 2 mos
Nuveen InvestmentsBroker
June 1999 - July 2001 · 2 yrs 1 mo
John G. Kinnard and Company, IncorporatedBroker
November 1989 - May 1999 · 9 yrs 6 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.