Edward Anderson
Edward Anderson is a CFP-designated registered investment advisor at Clearvue Financial, based in Alexandria, VA, with 13 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 25 clients with $1.9M 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 | 0.80% |
The standard investment management fee is 0.80% annually. Clients actively participating in premier planning services receive a 0.25% discount, lowering the fee to 0.55% annually. Fee discounts up to 0.25% may be available based on the length of the client relationship or grandfathered accounts.
Fee Estimator
Location
Alexandria, VA
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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
Edward owns and operates ClearVue Tax Advisors, LLC, providing tax planning and preparation services, dedicating about 10-20% of his time during tax season. While Edward is a licensed insurance agent, he has not actively engaged in the insurance business since 2018.
Employment History
Current Registrations
Clearvue Financial
Previous Registrations
Clearvue Financial Planning
Cary Street Partners
Cary Street PartnersBroker
PNC InvestmentsBroker
PNC Investments
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Edward JonesBroker
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.