Andersen Tax LLC offers personalized investment consulting, financial planning, and comprehensive wealth management services to individuals, families, and other entities. Operating as a non-discretionary advisor, the firm works closely with clients to establish a strategic investment plan and target asset allocation tailored to their unique financial goals, time horizon, and risk tolerance. Rather than directly selecting individual stocks or bonds, Andersen Tax LLC recommends independent separate account managers, mutual funds, and exchange-traded funds. The firm provides continuous portfolio monitoring, ongoing performance reporting, and portfolio rebalancing. In addition to investment consulting, Andersen Tax LLC integrates tax consulting, retirement planning, estate planning, education funding, and insurance analysis into a cohesive wealth management strategy. The firm also offers limited professional consulting, such as second opinions on existing portfolios and executive financial counseling.
Fee Structure
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 are negotiable and can vary based on financial complexity, types of investments, number of entities, and integration of tax services. Fees for amounts over $50 million are negotiable.