Anise Faircloth
Anise Faircloth is a registered investment advisor at Berg Faircloth Investment Advisors, based in Leesburg, VA, with 12 years of industry experience. Anise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 123 clients with $40M 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 $100K | 1.75% |
| $100K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
44135 Woodridge Parkway, Suite 200, Leesburg, VA, 20176
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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 Activities
Anise is a firm administrator for Berg Faircloth & Company, an accounting firm, since 2009. She dedicates minimal time to this business during trading hours, and it accounts for 30% of her total yearly compensation.
Employment History
Current Registrations
Berg Faircloth Investment Advisors
State Registrations1 state
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