Andersen Wealth Management offers investment advice and asset management services to individuals. They create tailored portfolios using stocks, bonds, ETFs, and mutual funds. They also offer Social Security planning to help clients maximize their benefits. Andersen Wealth Management may recommend third-party money managers, but this is only done on a legacy basis. The firm acts as a fiduciary, meaning they are legally required to act in your best interest.
Fee Structure
Andersen Wealth Management's annual fee for managing your investments will not exceed 2.5% and will not be lower than 1%. The exact fee will be outlined in your advisory agreement. Fees are calculated based on the value of your account at the end of the previous quarter and are billed quarterly in advance. The fee is negotiable.