Anderson Wealth Management offers continuous portfolio management and personalized financial planning and consulting for individuals, families, and other clients. Founded in 2009 and based in Towson, Maryland, the firm builds customized investment portfolios using individual stocks, bonds, exchange-traded funds, options, and mutual funds, with regular quarterly reviews and rebalancing. Clients can place reasonable restrictions on the types of investments held in their portfolios. In addition to managing investments, Anderson Wealth Management provides comprehensive financial planning covering investment planning, retirement planning, estate planning, charitable giving, education planning, tax planning, real estate analysis, insurance analysis, and debt evaluation. The firm operates as a registered investment advisor and acts in the best interest of its clients at all times.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are billed quarterly in advance.