Advisor at Krouse Stureman & Associates, Inc.
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Firm
Krouse Stureman & Associates, Inc.
Location
Fort Wayne, IN 46825
Credentials
CFP®, Series 63, Series 65
Industry experience
28 years
Antony Stureman is a CFP®-certified financial advisor with 28 years of industry experience, currently practicing at Krouse Stureman & Associates, Inc. He has previously worked at FSC Securities Corp and has longstanding roles at Krouse Kern Wealth Management, Inc. and KK&S Financial Advisors, LLC. Stureman is also licensed to provide life, disability, and long-term care insurance through his ownership of an insurance agency. Krouse Stureman & Associates, founded in 2004, offers financial planning and investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm follows a Modern Portfolio Theory-based investment approach emphasizing asset allocation, diversification, and rebalancing, often managing accounts on a discretionary basis using passively managed, institutional-class mutual funds.
Based on Krouse Stureman & Associates, Inc.
Based on Krouse Stureman & Associates, Inc.
$500,000 - $999,999: 1.00% annually $1,000,000 - $1,999,999: 0.90% annually $2,000,000 - $2,999,999: 0.80% annually $3,000,000 - $3,999,999: 0.70% annually $4,000,000 - $4,999,999: 0.60% annually $5,000,000+: 0.50% annually
$175 per hour
Account minimum: $500,000 Fee-only: $175 per hour for financial planning services
6079 Stoney Creek Drive
Fort Wayne, IN 46825
Indiana
Fsc Securities Corp
2016 - 2018 (2 years)
Krouse Kern Wealth Management, Inc.
2004 - Present (22 years)
KK&S Financial Advisors, LLC
2003 - Present (23 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.
CFP®, Series 63
Fort Wayne, IN
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CFP®, Series 66
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CFP®, Series 63, Series 65
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CFP®, Series 63, Series 66
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Wise Wealth Management
CFP®, ChFC®, Series 63, Series 65
Fort Wayne, IN
Diem Wealth Management
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