Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiable and vary depending on the service. For CMAP accounts, fees are based on a percentage of assets. Advisor Managed Portfolios have a single 'wrap' fee covering advisory services and transactions, plus an AssetMark platform fee. CAAP and UMA portfolios also use wrap fees. Third Party Money Manager Selection services have fees ranging from 0.25% to 1.25% annually, plus TPMM fees. Financial planning fees range from $500 to $10,000 (fixed) or $50 to $300 per hour.
Areas of Practice
Advisor Information
Office location
128 E. Carrillo St., Santa Barbara, CA, 93101
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Brent is the CEO of Anderson Financial Solutions & Insurance Services, dealing with life, health, disability, annuities, and LTC, taking about a quarter of his time. He also works nearly full-time as an Investment Advisor for The Ameriflex Group, providing wealth management, financial planning, and investment advisory services.