Nancy Anderson is a CFA-designated registered investment advisor at New Perspectives, INC., based in Ridgeland, MS, with 23 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 473 clients with $290M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable. A minimum annual fee of $2,500 may be charged.
Fee Estimator
Location
303 Highland Pk Cove, Suite B, Ridgeland, MS, 39157
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Nancy is a part owner of New Perspectives, Inc., an investment advisory firm, and a registered representative. She is also the Chair of the Mississippi College Retirement Committee, sponsor of the Mississippi College investment club, and an Associate Professor of Finance at Mississippi College, dedicating minimal time to the first two and about 10-20% of her time to the latter.
Employment History
Current Registrations
New Perspectives, INC.
State Registrations2 states
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