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Jimmy Gonzalez, CRPC®
Anthem Advisors

Tel: 305-482-3002 Ext. 101
200 South Biscayne Boulevard
20th Floor
Miami, FL 33131
Anthem Advisors | Financial Advisor in Miami ,FL

WE have a plan


About Jimmy Gonzalez

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.


About Anthem Advisors

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 life's most complicated questions. For example, Do I have enough to retire with confidence?

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General Information

Firm Start Year:   2015
No.of Employees:   5-9
Name of Custodial Firm:   Fidelity, TD Ameritrade & Betterment Institutional
Number of Years with Current Firm:   5
Work with the following types of clients:   Individual Investors, Non-Profit Organizations, Businesses, Investment Clubs

Services

Investment Types:   Mortgages & Real Estate, Bonds, Stocks, Mutual Funds, Exchange Traded Funds (ETFs), Alternative Investments, Commodities, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Office, Via Phone, Our Office, Your Home, Video Conference, Via Email

Firm Information

Advisor's Number of Clients:   100
Advisor's Number of Planning Clients:   20

Compensation and Fees

Fee Structure:   Fee-Based
Compensation Methods:   Flat Fee, Based on Assets

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Faqs

What are your qualifications? What is your education background?

Every client at Anthem Advisors goes through the Anthem Wealth Management Roadmap. 13 Wealth Management issues that every person should cover. Financial Planning is the cornerstone of what we do.

How are you compensated? How will I pay for your services?

We are fee based advisors.

If you are going to manage my account, will you obtain my permission every time you buy or sell something?

We have a team based approach. Currently that team is made up of four advisors including myself. Those four advisors each have a specialy were they collaborate with our clients. We have a full time Tax Attorney and CPA on staff. We have a financial planning specialist that works on a financial plan with every client and covers all matters from risk management to estate planning. Every client of ours works directly with our CIO on their investment strategy.

Will you be the only person working with me?

Our accounts are all discretionary.

Do you offer any guaranteed results?

No

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Disclaimer

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.

Compliance

Registered Investment Advisor:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Dania Fort Lauderdale
Hallandale Hialeah
Hollywood Homestead
Key Biscayne Miami
Miami Beach North Miami Beach
All of Florida and USA

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