Jimmy began his career in the financial services industry over 20 years ago at the prestigious internship program for Merrill Lynch & Co., and then climbed through the ranks and worked 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 dog Pepper. They are committed to the local community by being involved with The Golden Canes Society at the University of Miami whose mission is to strengthen the academic and athletic excellence of the University of Miami's student-athletes.
We're Your Partner for Long-Term Wealth.
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?
Alexander Tecle
MBA, MTax
Mr. Alexander Tecle, Senior Wealth Advisor, joined Anthem
Advisors in June 2018. Prior to joining the team at
Anthem, Alexander served as Financial Consultant for
Fidelity Investments for 10 years. Mr. Tecle was raised
in Miami. He procured a double Bachelor of Science
degree in Finance & Accounting from Florida State
University in 2006 and he went on to complete his
Masters in Business Administration at Florida
International University.
Alexander has held a number of insurance and securities
licenses for many years. In 2016, he received a Master
of Science degree in Taxation from Florida Atlantic
University. Mr. Tecle is actively involved in leadership
positions with various non-profit organizations that
strengthen the fabric of the community by promoting the
cultural arts and education programs in Miami-Dade Public
Schools. He is welcomed to the Anthem Advisors team as
Director of Wealth Management.
Charles Zimmerer
Esq., CPA
Mr. Charles Zimmerer joined Anthem Advisors in February
2018. Mr. Zimmerer was born in Salisbury, Maryland.
Majoring in finance and international business, he
graduated with a Bachelor of Science degree from Florida
Atlantic University in May 2000. Thereafter, he
graduated from the University of Florida's Frederic G.
Levin College of Law in May 2003 with a Juris Doctor Cum
Laude and obtained his Uniform Investment Adviser Law
license in securities to provide investment advice in
2013.
Charles served as a criminal prosecuting attorney until
2007, when he became eligible to sit for the CPA
examination and was licensed as a Certified Public
Accountant in Florida. Prior to joining the team at
Anthem, he practiced international tax law in his private
practice on Brickell Key. Mr. Zimmerer is experienced in
IRS defense, tax and estate planning. His expertise is
welcomed on the Wealth Management Team at Anthem
Advisors.
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: | 9 |
| Work with the following types of clients: | Non-Profit Organizations, Investment Clubs, Businesses, Individual Investors |
Services |
| Investment Types: | Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Stocks, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Your Home, Email, Phone, Your Office, Video Conference, Our Office |
Firm Information |
| Firm's Number of Clients: | 100+ |
| Firm's Number of Planning Clients: | 100+ |
| Firm's Number of Managed Clients: | 100+ |
| Assets Managed by Firm: | 100 mil+ |
| Advisor's Number of Clients: | 125 |
| Advisor's Number of Planning Clients: | 25 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Compensation Methods: | Based on Assets, Flat Fee |
Financial Services |
| Retirement Planning
At Anthem we start with your long-term goals. Understanding your retirement goals, income, tax and estate planning, and real estate investments helps us create a holistic plan completely customized for you and your family. Using your goals as a guide, we design advantageous strategies for you backed by our extensive experience supporting generations of families in achieving their retirement plans. |
| 401K Rollovers
Whether you're a business owner, sole operator, or an employee, we can help make your customized 401k plan or defined benefit plan simpler, more affordable, and easier to manage. We strive to maximize the tax and contribution potential of qualified retirement plans for you and your teams, whether that's 1 person or 100+ employees. |
| Insurance Planning
No matter what life throws at you, we've got you covered. Our insurance team specializes in mitigating risks and safeguarding you and your family. We prioritize identifying cost-effective solutions so you know what to expect when the unexpected happens. |
| Tax Advice and Services
Whether you're considering a cost segregation study, income planning for a comfortable retirement, leaving a legacy for your family, or donating to causes you're passionate about, our in-house team of financial planning specialists, CPA and tax attorney have all the tools to help you successfully navigate your estate and tax planning needs. We'll walk you through the Anthem Financial Planning Roadmap to ensure your family is planning for the future, and building your legacy. |
| Investment Advice & Management
We believe smart investing starts with sound risk management. Markets can be volatile, but our mission is to help you navigate the ups and downs. Using an evidence-based approach to identify market exposure, coupled with in-depth financial planning, we optimize your investment strategies for you. |
FAQs |
Why should I choose you as my financial advisor?Our financial planning approach coupled with our Evidence-Based Investing strategies provide a potent combination in this new world of investing. Our digital family office approach is unique in our market. Come spend 15 minutes with us to learn more. |
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 do you charge for your services?Usually flat fee or fee based on assets under management. |
How are you compensated? How will I pay for your services?Wealth management and Financial planning are done in a flat fee or fee-based program. Any risk management needs are serviced through Anthem Risk Management our sister company that provides risk management services. |
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. |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Disclaimer |
| Anthem Advisors, LLC is an independent advisory firm, registered with the SEC as a DBA under Belpointe Asset Management LLC. a Registered Investment Advisor. Investment Advisory services are offered through Belpointe Asset Management LLC |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
| 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 |
| Dania | Fort Lauderdale |
| Hallandale | Hialeah |
| Hollywood | Homestead |
| Key Biscayne | Miami |
| Miami Beach | North Miami Beach |
| All of Florida and USA | |
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