Budd Anderson is a registered investment advisor at Bf/anderson, based in Baton Rouge, LA, with 49 years of industry experience. Budd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 65 clients with $59M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
65 clients
Average Client Portfolio
$907K average
Assets Under Management
$58.9M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Wrap Fee Advisory Program: Includes advisory fees, brokerage, commissions, services and custody. BFA’s annual fee for the wrap fee advisory program may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
2237 South Acadian Thruway, Suite 605, Baton Rouge, LA, 70808
Get directionsHistory
Regulatory History (3)
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Regulatory
May 1988Final
Regulatory
May 1986Final
Regulatory
February 1986Final
Employment History
Current Registrations
Bf/anderson
May 2006 - Present · 20 yrs
Previous Registrations
Raymond James Financial Services
April 2006 - November 2007 · 1 yr 7 mos
Raymond James Financial Services, INC.Broker
January 1999 - November 2007 · 8 yrs 10 mos
Robert Thomas Securities, INCBroker
April 1995 - January 1999 · 3 yrs 9 mos
Dorsey & Company, INC.Broker
July 1988 - April 1995 · 6 yrs 9 mos
B.F. Anderson Investment Securities INC.Broker
June 1985 - August 1988 · 3 yrs 2 mos
Howard, Weil, Labouisse, Friedrichs IncorporatedBroker
April 1983 - June 1985 · 2 yrs 2 mos
Graham Securities CorporationBroker
February 1983 - May 1983 · 3 mos
Charles William Ziegler IIIBroker
August 1982 - March 1984 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - June 1982 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
December 1976 - September 1978 · 1 yr 9 mos
State Registrations2 states
LATX
Advisor
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
No exam information available for this advisor.