Assets Under Management
$44.8M
Number of Clients
63
Number of Advisors
1
Average Client AUM
$712K
AUM per Advisor
$44.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Scott Anderson Financial, Inc. offers financial planning as part of its investment management advice. They develop long-term financial planning goals through consultations and review current investment positions. They also provide asset management services, actively managing and monitoring investment portfolios using ETFs, MLPs, and mutual funds.
They provide services at an hourly rate ranging from $150 to $250 per hour, which may be negotiable depending on the complexity of the assignment.
CA, United States