Denise Anderson
Denise Anderson is a registered investment advisor at Ibex Wealth Advisors, LLC, based in West Palm Beach, FL, with 24 years of industry experience. Denise is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 892 clients with $1.3B 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 | 1.60% |
Annual investment advisory fee is negotiable up to 1.60% of total assets under management based on objective and subjective factors including asset size, scope of services, and complexity.
Fee Estimator
Location
500 S. Australian Ave., Suite 600, West Palm Beach, FL, 33401
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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 ActivitiesSells Insurance
Denise is a registered investment advisor representative (IAR) with Ibex Wealth Advisors LLC, spending nearly full-time providing investment advisory services. She also sells non-variable insurance products and serves as Assistant Treasurer for LCJ Summit Middle School PTO, dedicating minimal time to the PTO.
Employment History
Current Registrations
Ibex Wealth Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Mutual Securities, INC.Broker
Credit Suisse Securities (USA) LLCBroker
Salomon Brothers INC.Broker
State Registrations3 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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