Nancy Anderson is a CFA-designated registered investment advisor at New Perspectives, INC., based in Ridgeland, MS, with 24 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 423 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable. The firm may charge a minimum $2,500 annual fee.
Fee Estimator
Location
303 Highland Pk Cove, Suite B, Ridgeland, MS, 39157
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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
Nancy is a part owner of New Perspectives, Inc., an investment advisory firm, and a registered representative. She is also the Chair of the Mississippi College Retirement Committee, sponsor of the Mississippi College investment club, and an Associate Professor of Finance at Mississippi College, dedicating minimal time to the first two and about 10-20% of her time to the latter.
Employment History
Current Registrations
New Perspectives, INC.
State Registrations2 states
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.
Exams
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