Anderson, Hoagland and Company provides personalized investment management and financial consulting services to individuals, trusts, charities, and retirement plans. The firm designs tailored portfolios primarily using publicly traded stocks, bonds, and exchange-traded funds, while also offering consulting on private investments. Anderson, Hoagland and Company builds investment policies around each client's specific goals, risk tolerance, and tax considerations. Portfolios are managed without needing prior permission for individual trades. The firm also assists clients with retirement planning, including IRA rollovers and coordination with other professionals like accountants and attorneys.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $25.0M | 1.00% |
| $25.0M - $50.0M | 0.75% |
| $50M+ | 0.50% |
Rates shown are for equity accounts. Fixed income accounts have a separate schedule starting at 0.80% for up to $5,000,000, 0.60% for the next $20,000,000, 0.45% for the next $25,000,000, and 0.30% for amounts over $50,000,000. Fees are negotiable based on anticipated time and client circumstances.