David Anderson is a CFA-designated registered investment advisor at Anderson Hoagland & CO, based in St. Louis, MO, with 30 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 150 clients with $1.4B 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 $5.0M | 1.25% |
| $5.0M - $25.0M | 1.00% |
| $25.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Rates shown are for equity accounts. Fixed income accounts have a separate schedule starting at 0.80% for up to $5,000,000, 0.60% for the next $20,000,000, 0.45% for the next $25,000,000, and 0.30% for amounts over $50,000,000. Fees are negotiable based on anticipated time and client circumstances.
Fee Estimator
Location
9811 South Forty Drive, Suite 200, St. Louis, MO, 63124
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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 →Employment History
Current Registrations
Anderson Hoagland & CO
State Registrations1 state
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Exams
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