Jennifer Anderson is a registered investment advisor at Bay Colony Advisors, based in Davenport, FL, with 21 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 2,433 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bay Colony Advisors offers investment management services where fees range from 0.65% to 1.85% annually, based on the value of your portfolio. The specific fee depends on the advisor, the type of client, the complexity of their situation, and the amount of assets managed. Fees are paid quarterly, in advance. Accounts within the same household may be eligible for a discounted fee. BCA also uses model portfolios, which have an additional fee of 0.25% of the assets managed in the model portfolio.
Location
Davenport, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jennifer is the VP of Business Development at Patriot Financial Group, dedicating about half of her time to investment advisory services. She also owns a house rental property and is a board member at Ashburnham Community Church, dedicating minimal time to each.
Employment History
Current Registrations
Bay Colony Advisors
Previous Registrations
Cetera Financial Specialists LLCBroker
Securities America, INC.Broker
The Patriot Financial Group, LLC
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
New England SecuritiesBroker
State Registrations2 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.