Paul Anderson
Paul Anderson is a CFA-designated registered investment advisor at Mdt Advisers, a Division of Federated Mdta LLC, based in Healdsburg, CA, with 20 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 2,360 clients with $26B 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 $5.0M | 0.70% |
| $5.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.35% |
Schedule represents Managed Accounts for All Cap Core, Balanced, Large Cap Growth, and Large Cap Value. Different strategies (such as Small Cap and Mid Cap) and Separate Accounts have different fee schedules. Fees are generally payable quarterly in arrears and are negotiable.
Fee Estimator
Location
Healdsburg, 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.
Exams
More Advisors
- Brandon Gunderson, CFPFacet
- Bryan Anderson, CFPEdward Jones
- Matthew Anderson, CFPEdward Jones
- Kenneth Gott, CFPMeritas Wealth Management, LLC
- Andrew Esquivel, ChFCState Farm Investment Management CORP.
- Raymond Gadbois, CFPIndex Financial Advisors LLC