Rebecca Anderson
Rebecca Anderson is a CFP-designated registered investment advisor at Kingsmark Private Financial Advisors, LLC, based in Albany, GA, with 20 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 424 clients with $370M 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $4.0M | 0.70% |
| $4M+ | 0.50% |
Fee Estimator
Location
601 Pointe North Boulevard, Albany, GA, 31721
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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
Rebecca is a managing partner at Westover Land Properties, LLC since August 2016. She spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Kingsmark Private Financial Advisors, LLC
Previous Registrations
Eagle Strategies LLC
State Registrations2 states
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