Anderson Asset Management offers both discretionary and non-discretionary asset management services. They work with clients to determine their investment objectives and risk tolerance, then develop a tailored strategy. The firm monitors portfolio performance and rebalances as needed. They primarily recommend mutual funds but may recommend other investments. Anderson Asset Management also manages Weybridge Capital Partners, L.P., a private pooled investment vehicle.
Assets Under Management$46M
Clients77
Advisors1
Avg. per Client$600K
Avg. per Advisor$46M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 2.00% |
| $200K - $500K | 1.75% |
| $500K+ | 1.25% |
Fees are negotiable depending on client circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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