All investment portfolios are recommended and managed by me. Investment portfolios may be comprised of various investment securities based upon each individual client and their customized plan.
Regardless of the underlying holdings, investors will pay Anthem Financial the following annualized advisory fee. These are expressed as a percentage based on the assets being managed and include all trading costs and costs to create, monitor, and adjust the financial plan. Household assets are aggregated to obtain a lower advisory fee when possible.