Assets Under Management
$6.1B
Number of Clients
583
Number of Advisors
22
Average Client AUM
$10.4M
AUM per Advisor
$276.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Andersen provides individualized investment advice through full-service investment consulting, limited professional consulting, and performance measurement and reporting. They develop investment strategies, design portfolios, and recommend unaffiliated separate account managers and funds. As a non-discretionary advisor, they require client authorization before making investments.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $35.0M | 0.50% |
| $35.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees negotiable for amounts over $50 million.
1861 International Drive, Suite 501, Mclean, VA, 22102