Paul Anderson is a PFS-designated registered investment advisor at American Market Advisors, INC., based in Shavano Park, TX, with 35 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 4 clients with $25M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
New accounts having managed assets less than $1,000,000 will be charged a minimum annual management fee of $1,500.00, plus 1.0% of managed assets. Fees are negotiable.
Fee Estimator
Location
4126 Pond Hill Rd Ste 100, Shavano Park, TX, 78231
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Paul is the president of Anderson, Johns, Yao & Davis CPAs P.C., a public accounting firm, since 2001. He dedicates nearly full-time hours to this activity, with 95% of those hours occurring during security trading hours.
Employment History
Current Registrations
American Market Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.