Stacey Anderson is a registered investment advisor at Colton Groome Financial Advisors, LLC, based in Asheville, NC, with 11 years of industry experience. Stacey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 362 clients with $720M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Colton Groome Financial Advisors (CGFA) manages investment portfolios for a fee based on a percentage of the assets they manage. The specific fee is negotiated with each client, but the general range is:
- First $1,000,000 — 0.90% - 0.99%
- Next $1,500,000 ($1,000,001-$2,500,000) — 0.80% - 0.87%
- Next $2,500,000 ($2,500,001-$5,000,000) — 0.70% - 0.76%
- Next $2,500,000 ($5,000,001-$7,500,000) — 0.50% - 0.56%
- Next $2,500,000 ($7,500,001-$10,000,000) — 0.40% - 0.46%
- Above $10,000,000 — 0.25% - 0.31%
Some older accounts may have different fee schedules, ranging from 0.00% to 1% per year. There is no minimum account size, but some accounts may be subject to a minimum annual fee. CGFA may also use third-party managers, which will result in additional fees ranging from 0.12% to 0.50% per year.
Location
1127-B Hendersonville Road, Asheville, NC, 28803
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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
Stacey works as a retirement plan advisor with Colton Groome Financial since 2019. This investment-related activity takes about a quarter of her time and provides an annual salary.
Employment History
Current Registrations
Colton Groome Financial Advisors, LLC
Previous Registrations
Valmark Securities, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
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.