Jesse Anderson
Jesse Anderson is a CFA-designated registered investment advisor at Snider Advisors, based in Irving, TX, with 20 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 357 clients with $230M 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 | 1.25% |
| $50K - $100K | 1.00% |
| $100K - $500K | 0.75% |
| $500K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Fees may be negotiable. Cash: 0.00%. Fixed Income: 0.40%
Fee Estimator
Location
100 Decker Court, Suite 120, Irving, TX, 75062
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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 ActivitiesSells Insurance
Jesse is a licensed insurance representative, spending minimal time on insurance-based solutions. He also owns several corporations (Track Your Dividends, OptionDash, ChartLog, and TrackMySubs) and dedicates a few hours per week to each for operations, marketing, and accounting work.
Employment History
Current Registrations
Snider Advisors
State Registrations1 state
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