Stephen Anderson
Stephen Anderson is a registered investment advisor at Cfs Wealth Management, based in Macon, GA, with 31 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 457 clients with $160M 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 $50K | 2.00% |
| $50K - $250K | 1.75% |
| $250K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees are based on the value of the account, including cash holdings.
Fee Estimator
Location
1515 Bass Road, Suite D, Macon, GA, 31210
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2000Other Business ActivitiesSells Insurance
Stephen is an Investment Advisor Representative (IAR) with CFS Wealth Management, dedicating nearly full-time hours to this role. He also has an insurance business under CFS Wealth Management and is an agent with PKS Financial, spending minimal time on these insurance-related activities.
Employment History
Current Registrations
Cfs Wealth Management
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Chapman Financial Services, LLC
Cfs Wealth Management, LLC
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Bb&t Investment Services, INC.Broker
Primevest Financial Services, INC.Broker
Capital Brokerage CorporationBroker
Pruco Securities CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.