Melissa Anderson is a registered investment advisor at 1900 Wealth, based in San Antonio, TX, with 5 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 496 clients with $3.1B 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 | 0.95% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.45% |
Adviser may negotiate to reduce any fee. Assets under management exclude any non-managed assets held in a managed account. Employee discounts are at the discretion of the Adviser and 1900 Wealth’s Board after termination of employment, whether voluntary or otherwise. Not all of our clients are on the same advisory fee schedule as our fees, and the assets we bill on have changed over the life of the firm. Additionally, our fees are negotiable, and we reserve the right to negotiate any fees based on numerous factors. Therefore, some clients pay more or less than others for similar services.
Fee Estimator
Location
1900 Broadway, Suite 900, San Antonio, TX, 78215
Get directionsHistory
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 Activities
Melissa is a trustee at Southwestern University and a board member and chairperson of the investment committee for The Catholic Foundation-Diocese of Austin. These activities are not investment-related and require minimal time.
Employment History
Current Registrations
1900 Wealth
Previous Registrations
Meritage Capital, L.P.
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.