Advisor at Atlantic Advisors, Inc.
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.
Firm
Atlantic Advisors, Inc.
Location
Milford, DE
Credentials
Series 63, Series 65
Industry experience
4 years
Ronald Anthony is the principal advisor at Atlantic Advisors, Inc. in Milford, Delaware. He holds Series 63 and Series 65 licenses and has 31 years of experience with Atlantic Advisors, a firm he has been with since 1995. Atlantic Advisors is an independent, fee-based investment adviser specializing in retirement-focused portfolios for individual clients, primarily serving current and retired public school employees in Maryland, along with business owners and health care professionals. The firm manages portfolios in-house on a discretionary basis, emphasizing risk management and long-term objectives through low-cost mutual funds and sector diversification.
Based on Atlantic Advisors, Inc.
$0 - $250,000: 1.5% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 0.95% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.5% Over $3,000,000+: Negotiable
Fee-only: Fee based advisor only, no commissions
Milford, DE
Delaware · Maryland
Atlantic Advisors, Inc.
1995 - Present (31 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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