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anthony capital management, llc

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de pere, WI

Additional Information

Anthony Capital Management, LLC is an investment management firm specializing in low-cost, diversifying alternative investment strategies for qualified wealth managers and institutional investors. The firm manages a proprietary systematic macro program across asset classes and a short-term trading strategy in precious and base metals.

SEC-Registered Investment AdvisorCommodity Futures Trading Commission Commodity Trading AdvisorNational Futures Association member

Specializes in

alternative investment strategiessystematic macro programdomestic and global creditsmall- to mid-cap equitiesprecious and base metals trading

Services

separately managed accountssub-advisor services to Optima Strategic Credit Fundmanagement of Anthony Capital Management Metals Fund

Serving De Pere

Additional information extracted from the firm's public website. Last updated: August 8, 2026

Contact Information

Phone: (561) 371-1303

Website: https://www.anthonycm.com

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How much does a financial advisor cost in de pere?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

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A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

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Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.