BA
BA
Brian Anderson
25 Years of Experience
Birmingham, AL
2 Disclosures
Brian Anderson is a registered investment advisor at Anderson Asset Management, based in Birmingham, AL, with 25 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 77 clients with $46M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
77 clients
Average Client Portfolio
$602K average
Assets Under Management
$46.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.75% |
| $500K+ | 1.25% |
Fees are negotiable depending on client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2101 Highland Avenue, Suite 220, Birmingham, AL, 35205
Get directionsHistory
Regulatory History (2)
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Customer Dispute
January 2017Settled
Customer Dispute
May 2016Settled
Employment History
Current Registrations
Anderson Asset Management
September 2011 - Present · 14 yrs 8 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
June 2010 - September 2011 · 1 yr 3 mos
LPL Financial Corporation
February 2004 - June 2010 · 6 yrs 4 mos
Morgan Stanley
October 2000 - February 2004 · 3 yrs 4 mos
State Registrations1 state
AL
Advisor
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
No exam information available for this advisor.