Stephanie Anderson is a CFA, CFP-designated registered investment advisor at Mbi LLC, based in Bethesda, MD, with 6 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 197 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | Included |
| $750K - $1.3M | 0.90% |
| $1.3M - $2.5M | 0.80% |
| $2.5M - $3.8M | 0.70% |
| $3.8M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | Included |
Fees are generally negotiable.
Fee Estimator
Location
7910 Woodmont Ave, Suite 500, Bethesda, MD, 20814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stephanie holds active real estate salesperson licenses in Washington, DC and Maryland. While she is not actively involved in helping clients buy or sell properties, she is eligible to receive commissions or referral fees.
Employment History
Current Registrations
Mbi LLC
Previous Registrations
Mariner Wealth Advisors
Mercer Global Advisors INC.
State Registrations3 states
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