Anderson Growth Partners (AGP) manages investments for a select group of investors through various investment funds. These funds invest in hedge funds, private equity funds, and direct investments in companies. AGP makes investment decisions for these funds. In 2023, AGP added Anderson Wealth Management (AWM), which provides wealth management services, including investment advice, financial planning, and tax and estate planning, to individual investors. AWM manages client portfolios and develops investment plans tailored to each client's needs.
Assets Under Management$920M
Clients159
Advisors1
Avg. per Client$5.8M
Avg. per Advisor$920M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are based on household accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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