Kendall Anderson is a CFA-designated registered investment advisor at Anderson Griggs Investments, based in Rock Hill, SC, with 19 years of industry experience. Kendall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 170 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Anderson Griggs Investments charges a percentage of your assets under management each year, billed quarterly. The fee varies depending on the investment strategy used (Focused Growth & Focused Balanced, or Capital Markets Balanced & Capital Markets Growth) and the amount you invest. Fees are negotiable for accounts over $5,000,000.
Focused Growth & Focused Balanced:
- 1.3125% on the first $100,000 of assets
- 1.1250% on the next $100,000 of assets
- 0.9375% on the next $300,000 of assets
- 0.7500% on the next $4,500,000 of assets
Capital Markets Balanced & Capital Markets Growth:
- 1.7500% on the first $100,000 of assets
- 1.5000% on the next $100,000 of assets
- 1.2500% on the next $300,000 of assets
- 0.7500% on the next $4,500,000 of assets
Location
113 E. Main St., Suite 310, Rock Hill, SC, 29730
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Anderson Griggs Investments
State Registrations2 states
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