Kathleen Anderson
Kathleen Anderson is a CFP-designated registered investment advisor at Clearbridge Investments, LLC, based in New York, NY, with 27 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 124,530 clients with $180B 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 $25.0M | 0.75% |
| $25.0M - $50.0M | 0.65% |
| $50.0M - $100.0M | 0.55% |
| $100M+ | 0.45% |
Fee schedule is for All Cap Growth, All Cap Growth ESG and Growth strategies. Fees are subject to negotiation and may vary. Minimum account size is $5 million, which may be waived.
Fee Estimator
Location
One Madison Avenue, 18th Floor, New York, NY, 10010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Clearbridge Investments, LLC
Franklin Distributors, LLC
Franklin Distributors, LLCBroker
Previous Registrations
Clearbridge Investments
Legg Mason Wood Walker, IncorporatedBroker
State Registrations53 states
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