Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a percentage of assets under management or a fixed fee. Fees and minimum investment amounts are subject to negotiation and may vary. Private Fund investments typically have annual investment management fees up to 1.5%, which may decline based on the amount of assets invested. Asset allocation strategies range from 0.02% to 0.10% depending on the total funds. Fixed fee asset allocation strategies range from $1,500 to $2,500 per allocation. SMA strategies generally range from 0.23% to 0.55%.
Areas of Practice
Advisor Information
Office location
401 McCullough Dr, Ste 200, Charlotte, NC, 28262
Get directionsRegulatory 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
Anthony is an access/supervised person of Principal Global Investors, LLC. He is also a partner in BJ&G Family Properties, LLC, a private real estate holding company, and owner of CABBA, LLC, another real estate holding company, dedicating minimal time to each.