Byron Anderson is a registered investment advisor at Laffer Tengler Investments, INC., based in Scottsdale, AZ, with 23 years of industry experience. Byron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 256 clients with $620M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
256 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$622.0M

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.15%
$3.0M - $5.0M1.00%
$5.0M - $10.0M0.90%
$10.0M - $20.0M0.75%
$20M+0.75%

Fees negotiable for accounts over $20,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6730 N. Scottsdale Rd, Suite 230, Scottsdale, AZ, 85253

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Laffer Tengler Investments, INC.
June 2024 - Present · 1 yr 10 mos
Previous Registrations
Mutual Securities, INC.Broker
August 2022 - May 2024 · 1 yr 9 mos
Mutual Advisors, LLC
August 2022 - May 2024 · 1 yr 9 mos
LPL Financial LLCBroker
December 2021 - September 2022 · 9 mos
LPL Financial LLC
December 2021 - September 2022 · 9 mos
Ek Riley Investments, LLC
March 2018 - November 2020 · 2 yrs 8 mos
Ek Riley Advisors, LLC
August 2006 - December 2007 · 1 yr 4 mos
Ek Riley Investments, LLCBroker
July 2005 - November 2020 · 15 yrs 4 mos
Strand, Atkinson, Williams & York, INC.Broker
January 2005 - July 2005 · 6 mos
Strand, Atkinson, Williams & York, INC.Broker
March 2004 - September 2004 · 6 mos
Bondhub, INC.Broker
April 2002 - January 2004 · 1 yr 9 mos
Morgan Stanley Dw INC.Broker
April 2001 - January 2002 · 9 mos
State Registrations2 states
AZTX
Advisor

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.

Exams
No exam information available for this advisor.
Byron Anderson - Financial Advisor | TrueAdvisor