|
|
| Featured Business |
Financial Advisor in Coral Gables, FL |
|
| Advisor Profile |
|
|
 |
|
|
| Disclaimer |
| Anthem Advisors, LLC is an independent advisory
firm, registered with the SEC as a DBA under
Slow Capital, Inc. a Registered Investment
Advisor. Investment Advisory services are
offered through Slow Capital, Inc. Anthem
Advisors, LLC and Slow Capital, Inc. are
separate and unrelated companies. All flat-fee
financial planning services and Pension Advisory
or 401k services are offered through Anthem
Advisors, LLC a state registered investment
advisor. |
|
|
|
|
|
About Anthem Advisors |
Sound investment advice that is free from conflict of interest.
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 the largest
Wall Street firms, we decided to build a firm that would help clients simplify some of life's most
complicated questions. |
|
| |
|
|
General Information |
| Name of Custodial Firm: |
Fidelity, TD Ameritrade & Betterment Institutional
|
|
| 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
|
|
| Years of Experience in Financial Services: |
19
|
|
| Number of Years with Current Firm: |
4
|
|
| |
|
|
|
|
|
|
|
|
|
|
|
|
|
| |
| |
| Prepared By: |
Jimmy Gonzalez |
Frequently Asked Questions |
|
| Q. |
What is your approach to financial planning? |
| |
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. |
|
| Q. |
Will you be the only person working with me? |
| |
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. |
|
| Q. |
How are you compensated? How will I pay for your services? |
| |
We are fee based advisors. |
|
| Q. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something? |
| |
Our accounts are all discretionary. |
|
| Q. |
Do you offer any guaranteed results? |
|
| Q. |
How much risk should I be willing to take? |
| |
Depends on your risk profile. |
|
| Q. |
Have you ever been charged with any breaches? |
|
|
|
|
