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John Anderson

14 Years of Experience
Gainesville, GA
2 DisclosuresSells Insurance

John Anderson is a registered investment advisor at Anderson Advisors, INC., based in Gainesville, GA, with 14 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Minimum account opening balance is $100,000, which may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

405 Broad St. Se, Gainesville, GA, 30501

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History

Regulatory History (2)
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Customer Dispute
May 2023
Settled
Customer Dispute
March 2022
Closed-No Action
Other Business ActivitiesSells Insurance

John is the president of Anderson Advisors, where he focuses on insurance sales and service, including fixed insurance products. This activity is investment-related and takes nearly all of John's time.

Employment History
Current Registrations
Anderson Advisors, INC.
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Ae Wealth Management, LLC
October 2018 - March 2023 · 4 yrs 5 mos
Global Financial Private Capital, LLC
May 2011 - October 2018 · 7 yrs 5 mos
State Registrations1 state
GA
Advisor

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
No exam information available for this advisor.