Anderson Hoagland provides investment advice and manages portfolios for various clients, including individuals, corporations, and retirement plans. They help clients develop investment policies and manage portfolios based on those policies. They primarily invest in publicly traded securities like stocks, bonds, and exchange-traded funds, and offer consulting services for private investments. They also provide advice on retirement income and estate planning.
Assets Under Management$1.4B
Clients150
Advisors7
Avg. per Client$9.5M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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% |
Schedule applies to Equity Accounts (20-100% equity exposure). Fixed Income Accounts (80-100% fixed income exposure) have a different schedule: Up to $5M: 0.80%, Next $20M: 0.60%, Next $25M: 0.45%, Balance over $50M: 0.30%. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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