CA
CFP
CA
CFP

Chester Anderson

11 Years of Experience
Dallas, TX

Chester Anderson is a CFP-designated registered investment advisor at 7th Harvest Investments, based in Dallas, TX, with 11 years of industry experience. Chester operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 114 clients with $78M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
114 clients
Average Client Portfolio
$684K average
Assets Under Management
$78.0M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

7th Harvest Investments' annual fee for portfolio management services ranges from 0.15% to 2.00% of the value of your investments. The fees are typically charged quarterly, either by directly debiting client accounts, invoicing clients, or receiving a fee from other advisors. Fees are negotiable and may take the form of a flat monthly, quarterly, or annual fee.

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Location

17250 Dallas Parkway, Dallas, TX, 75248

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Chester operates under the DBA Cents 4 Life, marketing non-financial biblical study material, and serves as treasurer for Westside Baptist Church and Real Life Ministries. These activities take a few hours per week and are not conducted during securities trading hours.

Employment History
Current Registrations
7th Harvest Investments
May 2015 - Present · 11 yrs
Previous Registrations
Trustmont Advisory Group, INC.
September 2014 - May 2015 · 8 mos
State Registrations1 state
TX
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.
Chester Anderson - Financial Advisor | TrueAdvisor