JA
CFA

Jeffrey Douglas Anderson

20 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
41 advisors
Number of Clients
8,726 clients
Average Client Portfolio
$725K average
Assets Under Management
$6.3B

Fee Structure

Financial Planning:Included in AUM fee
Hourly Rate:$100 - $500/hr

Wealth management and Customized Portfolio Platform fees range from 0.15% to 2.00% annually, based on assets under management and the complexity of services. Sleeve manager strategy service fees range from 0.08% to 1.25% annually. Financial planning and consulting services are offered on an hourly basis ($100 to $500 per hour) or for a fixed fee, which is negotiable. Corporate retirement plan advisory fees are charged up to 2.00% annually. AWM also assesses an annual account fee, as stated in the client's investment advisory agreement. Clients may also incur servicing and reporting fees for certain assets held outside of advisory accounts.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning
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Advisor Information

Office location

6005 Hidden Valley Road, Suite 290, Carlsbad, CA, 92011

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Axxcess Wealth Management, LLC
February 2024 - Present · 1 yr 11 mos
Previous Registrations
Presidio Capital Management, LLC
September 2021 - February 2023 · 1 yr 5 mos
Inverness Securities, LLCBroker
January 2016 - April 2020 · 4 yrs 3 mos
Safeguard Securities, INC. Broker
April 2013 - December 2015 · 2 yrs 8 mos
Ancora Securities, INC.Broker
November 2010 - April 2013 · 2 yrs 5 mos
Millenco, L.L.C.Broker
April 2007 - December 2008 · 1 yr 8 mos
Performance Specialist Group LLCBroker
April 2002 - June 2002 · 2 mos
Kellogg Capital Group LLCBroker
October 2000 - March 2006 · 5 yrs 5 mos
The Equitable Life Assurance Society of the United StatesBroker
March 1999 - September 1999 · 6 mos
Eq Financial Consultants, INC. Broker
March 1999 - September 1999 · 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.