Keith K. Anderson provides investment advisory services tailored to each investor’s goals and needs. Recommendations are based on financial market data, economic research, and studies of investor behavior. Clients have the opportunity to accept or reject any recommendations. Keith K. Anderson also retains a third-party account administrator, Focus Partners Advisor Solutions, for certain services.
Assets Under Management$55M
Clients29
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$55M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...