AndersonLane Associates offers financial planning services covering investment choices, cash flow management, retirement, tax, and estate planning. They also provide ongoing investment account supervision. AndersonLane manages investment portfolios using Modern Portfolio Theory, emphasizing diversification with low-cost mutual funds and ETFs. Clients receive customized financial plans and investment guidelines, retaining full discretion over implementation decisions.
Assets Under Management$51M
Clients43
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$51M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.85% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $9.0M | 0.65% |
| $9M+ | 0.55% |
For the benefit of discounting your asset-based fee, we will attempt to aggregate accounts for the same household.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...