Anderson Hoagland & CO
Assets Under Management
$1.4B
Number of Clients
150
Number of Advisors
7
Avg. Portfolio per Client
$9.5M
Avg. Managed per Advisor
$203.9M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
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.
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% |
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
Areas of Practice
Location
9811 South Forty Drive, Suite 200, St Louis, MO, 63124