Blake Anderson is a CFP-designated registered investment advisor at Wealthguard Advisors, INC., based in Placerville, CA, with 7 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 397 clients with $170M 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 | 1.30% |
| $100K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.55% |
The advisory fee is negotiable, depending on individual client circumstances. Clients who engage WealthGuard Advisors for portfolio management services will receive complimentary financial planning at no additional cost. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
496 Main Street, Placerville, CA, 95667
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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
Blake is a board member at Hands 4 Hope - Youth Making a Difference, a non-profit organization. He spends minimal time on this activity, attending board meetings.
Employment History
Current Registrations
Wealthguard Advisors, INC.
State Registrations1 state
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