Brett Anderson
Brett Anderson is a CFP, ChFC-designated registered investment advisor at St. Croix Advisors, LLC, based in Woodbury, MN, with 14 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 7 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and may be decreased based on various factors.
Fee Estimator
Location
Woodbury, MN
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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 ActivitiesSells Insurance
Brett sells all types of insurance and dedicates about 10-20% of his time to this activity. He also works as an investment advisor representative for Steele Capital Management, spending about 10-20% of his time on this role.
Employment History
Current Registrations
St. Croix Advisors, LLC
State Registrations3 states
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.