Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $35.0M | 0.50% |
| $35.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees negotiable for amounts over $50 million.
Fee Estimator
Andersen's fees are negotiable and agreed upon in writing. For full-service investment consulting, fees are typically based on a percentage of assets under advisement. The basic asset-based fee schedule is: First $10 million 1.00%, Next $10 million 0.75%, Next $15 million 0.50%, Next $15 million 0.35%, Amount over $50 million Negotiable. For some clients, fees are charged on an hourly basis, ranging from $400 to $1,100 per hour. Fees are typically applied to all investments for which ongoing financial planning, asset allocation and rebalancing, performance reporting and portfolio monitoring services are provided.
Areas of Practice
Advisor Information
Office location
125 High Street, 16th Floor, Boston, MA, 02110
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