Our goals are the same: Sound investment advice free from conflict of interest.
It's that simple. That's what we're about at Anthem Advisors. Much of the financial industry is based on sales and distribution of "products." After years of servicing high net worth families at some of Wall Streets largest firms, we decided to build a firm that helps clients simplify some of lifes most complicated questions. For example, Do I have enough to retire with confidence?
|Firm Start Year:||2015|
|Name of Custodial Firm:||Fidelity, TD Ameritrade & Betterment Institutional|
|Number of Years with Current Firm:||5|
|I work with the following types of clients:||Individual Investors, Investment Clubs, Businesses, Non-Profit Organizations|
|Investment Types:||Mutual Funds, Bonds, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Stocks, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At my office, At your home, Video Conference, Via Email, Via Phone, At your office|
|Advisor's Number of Clients:||100|
|Advisor's Number of Planning Clients:||20|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Compensation Methods:||Flat Fee, Based on Assets|
Anthem Advisors, LLC is an independent advisory firm, registered with the SEC as a DBA under Slow Capital, Inc. a Registered Investment Advisor. Investment Advisory services are offered through Slow Capital, Inc. Anthem Advisors, LLC and Slow Capital, Inc. are separate and unrelated companies. All flat-fee financial planning services and Pension Advisory or 401k services are offered through Anthem Advisors, LLC a state registered investment advisor.
Jimmy began his career in the financial services industry 21 years ago at the prestigious internship program for Merrill Lynch & Co., and then climbing through the ranks and working in every aspect of the industry from Operations to Marketing at firms like Morgan Stanley and A.G. Edwards & Sons. He first attended Florida International University and earned the Chartered Retirement Planning Counselor designation from the College of Financial Planning in 2007. Prior to becoming the Managing Partner at Anthem Advisors, Jimmy oversaw $800 million in client assets as Vice President - Financial Consultant at Charles Schwab & Co. for 7 years. In 2011, he was recognized as one of their top financial consultants in the nation with the prestigious Chairman's Club Award.
Jimmy was born and raised in Miami, FL where he currently resides with his wife, Diane and their two dogs. They are committed to the local community by being involved with The Hurricane Club whose mission is to strengthen the academic and athletic excellence of the University of Miami's student athletes as well as with The Home Team, a non-profit organization that assists in the athletic and scholastic development of public school students in the greater Miami area.
Alexander Tecle MBA, MTax
Jimmy Gonzalez CRPC
Charles Zimmerer Esq., CPA
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|Miami Beach||North Miami Beach|
|All of Florida and USA|