Anderson Wealth Management offers investment advice and financial planning to individuals and families. They create tailored investment portfolios using stocks, bonds, exchange traded funds, mutual funds, and other investments. Financial planning covers investment, retirement, estate, tax, education, and real estate planning. They may refer clients to other specialists as needed. Anderson Wealth Management manages client accounts based on their financial situation and objectives.
Assets Under Management$3.9M
Clients18
Advisors1
Avg. per Client$220K
Avg. per Advisor$3.9M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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