Andersen provides investment consulting services, offering individualized advice tailored to each client's needs. Services include full-service investment consulting, limited professional consulting, and performance measurement and reporting. Andersen helps clients develop investment strategies, design portfolios, and recommend unaffiliated separate account managers, mutual funds, and other investment vehicles. Andersen does not directly make investments without client authorization.
Assets Under Management$6.1B
Clients583
Advisors22
Avg. per Client$10M
Avg. per Advisor$280M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $35.0M | 0.50% |
| $35.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees negotiable for amounts over $50 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
22 Advisors at this firm
Page 1 of 2