B.F. Anderson & Co. is a registered investment advisor that provides investment supervisory services. BFA manages client portfolios of equity and fixed income securities, mutual funds, and exchange traded funds. The firm offers both wrap fee and non-wrap fee advisory services. Client portfolios are tailored to their stated investment objectives and risk tolerance.
Assets Under Management$59M
Clients65
Advisors3
Avg. per Client$910K
Avg. per Advisor$20M
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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