Charissa Anderson
Charissa Anderson is a CFP-designated registered investment advisor at Ferguson Wellman Capital Management, INC., based in Portland, OR, with 17 years of industry experience. Charissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 1,026 clients with $9B 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 | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Schedule is for Equity Only and Balanced accounts. Fixed Income Only: 0.45% on the first $10,000,000, 0.35% on the next $10,000,000, 0.25% above $20,000,000. West Bearing Investments: 1.00% on the first $2,000,000, 0.85% above $2,000,000. Once a West Bearing portfolio reaches $3,000,000, the client may be eligible for a different fee structure. Fees may be negotiable.
Fee Estimator
Location
888 SW 5th Ave Ste 1200, Portland, OR, 97204
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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
Ferguson Wellman Capital Management, INC.
Previous Registrations
Umpqua Investments, INC.
Umpqua Investments, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations1 state
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