Jeffrey Anderson

18 Years of Experience

Studio City, CA

1 Disclosure

Jeffrey Anderson is a registered investment advisor at Kellogg Wealth Advisors, INC., based in Studio City, CA, with 18 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24 clients with $9.5M in assets under management.

Kellogg Wealth Advisors, INC.

Compensation

Fee-Only (% of Portfolio)

Firm Size

1 advisor

Number of Clients

24 clients

Average Client Portfolio

$396K average

Assets Under Management

$9.5M

Fee Structure

Investment management only (planning not offered)

Portfolio-Based Fees (Tiered)

Portfolio Value	Annual Fee
Up to $500K	1.20%
$500K - $1.0M	1.15%
$1M+	1.05%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

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Location

Studio City, CA

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History

Regulatory History (1)

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