Kendall Anderson is a CFA-designated registered investment advisor at Anderson Griggs Investments, based in Rock Hill, SC, with 20 years of industry experience. Kendall operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, 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
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $5.0M | 0.75% |
| $5M+ | 0.75% |
Rates shown reflect the higher Capital Markets schedule. The Focused strategy schedule has lower rates (1.3125% for the first tier). Fees are negotiable for accounts over $5,000,000.
Fee Estimator
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.
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 →Employment History
Current Registrations
Anderson Griggs Investments
State Registrations2 states
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
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