Anderson Advisors provides investment advice and asset management services to individuals and businesses through a wrap fee program. They help clients develop and execute plans to build and preserve wealth. Anderson Advisors uses model portfolios selected by AE Wealth Management based on the client's risk tolerance and investment objectives. They monitor investments, provide portfolio statements, and offer personal consultations.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Minimum account opening balance is $100,000, which may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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