Michael Anderson is a registered investment advisor at Private Wealth Group, LLC, based in Tampa, FL, with 15 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 229 clients with $280M 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 | 1.00% |
Fees are individually negotiated. For clients who established accounts prior to 2022, management fees are comprised of two components, a base fee and a supplemental strategy fee (if applicable) with each component not to exceed 0.50% of the investable portfolio per annum, i.e., 1.00% annually. Firm does not offer this arrangement to new clients.
Fee Estimator
Location
4902 Eisenhower Blvd, Suite 150, Tampa, FL, 33634
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Private Wealth Group, LLC
Previous Registrations
Private Wealth Group, LLC
State Registrations1 state
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