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Janet Anderson

24 Years of Experience
Fayetteville, AR

Janet Anderson is a registered investment advisor at Greenwood Gearhart, LLC, based in Fayetteville, AR, with 24 years of industry experience. Janet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,036 clients with $1.6B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,036 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $10.0M0.75%
$10.0M - $20.0M0.50%
$20M+0.25%

The value of any private investment may be subject to an annual asset-based fee. Depending on the particular private investment, this fee may be assessed at the client’s standard asset-based fee rate, or the client may be assessed a distinct annual private investment fee ranging from 0.25% – 2.00% of the value of the private investment. GG may charge a lesser investment management fee based upon certain criteria. Family portfolios may be bundled for fee calculation purposes at the discretion of GG.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

26 East Center, Fayetteville, AR, 72701

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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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Employment History
Current Registrations
Greenwood Gearhart, LLC
September 2005 - Present · 20 yrs 8 mos
Previous Registrations
Garrison Asset Management, LLC
July 2005 - December 2005 · 5 mos
Greenwood & Associates INC
January 2002 - April 2005 · 3 yrs 3 mos
State Registrations2 states
ARTX
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.
Janet Anderson - Financial Advisor | TrueAdvisor