Matthew Spencer is a registered investment advisor at Bf/anderson, based in Baton Rouge, LA, with 15 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 65 clients with $59M 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 | 2.00% |
Wrap Fee Advisory Program: Includes advisory fees, brokerage, commissions, services and custody. BFA’s annual fee for the wrap fee advisory program may be negotiable in certain circumstances.
Fee Estimator
Location
2237 South Acadian Thruway, Suite 605, Baton Rouge, LA, 70808
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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 →Employment History
Current Registrations
Bf/anderson
State Registrations1 state
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