K.W. Andersen Investment Group provides financial planning and investment management services to individuals, high net worth individuals, and small businesses. Financial planning covers cash flow, retirement, risk management, estate, and tax planning. Investment management involves customized portfolios based on client risk profiles and goals, using strategies like active management and modern portfolio theory.
Assets Under Management$44M
Clients31
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$22M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are based on a blended tier. Accounts within the same household will be aggregated for the benefit of discounting the asset-based fee unless instructed otherwise.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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