Jesse Anderson
Jesse Anderson is a CFA-designated registered investment advisor at Snider Advisors, based in Irving, TX, with 21 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 357 clients with $230M 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 $2.0M | 2.00% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Rates reflect Snider Advisors Asset Management. Other programs include AutoPilot (0.75% up to $1.5M, 0.50% above), Concentrated Stock Management (0.50%), and Chrisilis Investment Management (0.50%). Fees may be negotiable.
Fee Estimator
Location
100 Decker Court, Suite 120, Irving, TX, 75062
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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
Jesse is a licensed insurance representative, spending minimal time on insurance-based solutions. He also owns several corporations (Track Your Dividends, OptionDash, ChartLog, and TrackMySubs) and dedicates a few hours per week to each for operations, marketing, and accounting work.
Employment History
Current Registrations
Snider Advisors
State Registrations1 state
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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