Anderson Financial Partners provides independent investment consulting services to corporate and non-profit organizations, high net worth families, and family foundations. They are a fee-based firm and do not engage in securities-related activities like trust, custodial, or investment management services. Anderson Financial Partners focuses on client advocacy, research, and manager screening.
Assets Under Management$1.2B
Clients32
AdvisorsN/A
Avg. per Client$37M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.30% |
| $10M+ | 0.15% |
Fees are subject to negotiation for amounts exceeding the stated tiers.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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