- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Individuals and/or Small Businesses
- -Businesses or Institutional Clients
Funds Used With Clients
Firm Client types
|Home Key Realty||5 years||Jan 2015 - Present|
|Empire Wealth Advisors Inc.||8 years, 8 months||May 2011 - Present|
|Empire Wealth Management LLC||9 years, 3 months||Oct 2010 - Present|
|Brokersxpress LLC||6 months||Oct 2010 - Apr 2011|
|Chase Investment Services Corp||1 year, 10 months||Dec 2008 - Oct 2010|
Designations & Memberships
Financial Planning AssociationMembershipThe Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
Accredited Wealth Management AdvisorDesignationIndividuals holding this designation are well versed in wealth transfers, federal taxation, retirement planing and planning for end-of-life needs.
Articles and Answers
Insights by Anthony Tillman
AnswersAsk a financial questionAsk a question
|How would an IRA receives his quarterly fees from a client that only has a 529 plan with him? Does the plan pay the IRA?
Generally, you would have to bill the client directly unless the custodian who holds the other accounts you advise on is the same as the 529 custodian. Your client should have signed an advisory contract with you and the contract would stipulate how and when those fees are collected (i.e. whether t...  (more)
Answered May 2014
Licenses & Conducts
Empire Wealth Advisors Inc.
$7.5MTotal Assets Under Management
N/ATotal Assets Under Advisement
$46.7KEstimated Average Account Balance
Types of Compensation Arrangements
- Percentage Of Assets
- Hourly Charges