Luke Anderson is a registered investment advisor at Evergreen Financial Group, based in Billings, MT. Luke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 41 clients with $30M 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 $500K | 1.20% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.45% |
Fees are calculated using a blended method. Combined fee with outside managers will not exceed 2%. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
Billings, MT
Get directionsHistory
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
Evergreen Financial Group
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.
Exams
More Advisors
- Timothy Bauer, CFPEvergreen Financial Group
- James Barnes, ChFCEdward Jones
- John Vondra, CFPEdward Jones
- Michael Vicars, CFPU.S. Bancorp Advisors, LLC
- Brady Goyn, CFAAllied Investment Advisors LLC
- Gabriel Lapito, CFP, PFSMerit Financial Advisors