Anderson Financial Strategies offers investment advice, asset management, and financial planning services. The firm helps clients develop and execute plans to build and preserve wealth. Services include active asset management, model portfolios, and financial planning for various needs like retirement, estate, and education. They also offer retirement plan services for businesses, acting as a fiduciary to help manage those plans.
Assets Under Management$350M
Clients241
Advisors5
Avg. per Client$1.4M
Avg. per Advisor$70M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M+ | 0.90% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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