Paul Anderson
Paul Anderson is a CFA-designated registered investment advisor at Mdt Advisers, a Division of Federated Mdta LLC, based in St. Helena, CA, with 20 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,392 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Federated MDT charges a percentage of your portfolio each year. The exact percentage depends on the investment strategy and the amount of assets managed. For example, for All Cap Core, Large Cap Growth, and Large Cap Value strategies, the fee is 0.70% on the first $5 million, decreasing to 0.35% for amounts over $100 million. These fees are typically paid quarterly.
Location
St. Helena, CA
Get directionsHistory
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 a member of the Committee for Investor Responsibility at the University of New Hampshire since 2019. This investment-related activity takes minimal time.
Employment History
Current Registrations
Mdt Advisers, a Division of Federated Mdta LLC
Federated Securities CORP.
Federated Investment Counseling
Federated Global Investment Management CORP.
Federated Securities CORP.
Federated Securities CORP.Broker
Previous Registrations
Natixis Distribution, L.P.Broker
Columbia Management Distributors, INC.Broker
Bacap Distributors, LLCBroker
Columbia Financial Center IncorporatedBroker
Linsco/private Ledger CORP.Broker
Nesbitt Burns Securities INC.Broker
State Registrations9 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.