Clinton Anderson
Clinton Anderson is a registered investment advisor at Charles Schwab & CO., INC., based in Henderson, NV, with 18 years of industry experience. Clinton is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
Fee Estimator
Location
2245 Village View Drive, Suite 170, Henderson, NV, 89074
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2008Other Business Activities
Clinton owns rental property that his family uses, requiring minimal maintenance. This activity is not investment-related.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Previous Registrations
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
Southwest Securities, INC.
Southwest Securities, INC.Broker
M. L. Stern & CO, LLC.
M.L. Stern & CO., LLC.Broker
State Registrations28 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.
Exams
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