Anthony Sellors
Advisor at Carrera Capital Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Carrera Capital Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Troy, MI 48084-5611
Credentials
Series 63, Series 65
Industry experience
4 years
Anthony Sellors is a financial advisor at Carrera Capital Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Investment Services LLC and Humana. Carrera Capital Advisors provides financial planning, portfolio management, and consulting services to individuals, retirement plans, foundations, and other institutions. The firm uses a blend of macroeconomic, fundamental, and behavioral analysis combined with proprietary quantitative tools and machine-learning techniques to construct diversified, tax-aware portfolios tailored to client objectives.
Based on Carrera Capital Advisors
Based on Carrera Capital Advisors
Financial planning fees on a flat-fee basis typically ranging from $1,000 to $25,000 per engagement; termination fee equal to one-half the agreed upon planning fee if terminated early.
$0 - $500,000: 1.40% annually $500,001 - $1,000,000: 0.90% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001 - $5,000,000: 0.70% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001 - $20,000,000: 0.40% annually $20,000,001 - $50,000,000: 0.20% annually $50,000,001+: Negotiable
Certain representatives receive commissions for sales of fixed insurance products only.
Fee-only: Financial planning fees generally range from $1,000 to $25,000 per engagement, flat fee basis, negotiable. Fixed fee or 0.1%-0.6% AUM for retirement plan clients.
901 Wilshire Drive, Suite 565
Troy, MI 48084-5611
Michigan
Carrera Capital Advisors
2024 - Present (2 years)
Northwestern Mutual Investment Services LLC
2020 - 2023 (3 years)
Humana
2013 - 2019 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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