Autumn Anderson
Autumn Anderson is a registered investment advisor at Verita Strategic Wealth Partners, LLC, based in San Francisco, CA, with 7 years of industry experience. Autumn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 7 clients with $850M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Verita Strategic Wealth Partners charges an annual percentage fee based on the value of your investments. The exact fee is negotiated with each client and can be up to 1.5% per year. Some clients may have a minimum quarterly fee or flat fee structures. Clients also pay fees charged by other financial institutions and third parties, such as sub-advisors and fund managers.
Location
San Francisco, CA
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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.
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Autumn works as a lawyer since 2021. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Verita Strategic Wealth Partners, LLC
Previous Registrations
Iconiq Capital, LLC
Jordan Park Group LLC
Sepio Capital, LLC
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.