Scott Anderson Financial, INC.
Assets Under Management
$44.8M
Number of Clients
63
Number of Advisors
1
Average Client AUM
$712K
AUM per Advisor
$44.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Scott Anderson Financial, Inc. offers financial planning as part of its investment management advice. They develop long-term financial planning goals through consultations and review current investment positions. Investment portfolios are actively managed and monitored using ETFs, MLPs, and/or mutual funds, structured individually for client needs and risk tolerance.
Fee Structure
Scott Anderson Financial, Inc. provides services at an hourly rate ranging from $150 to $250 per hour, which may be negotiable depending on the complexity of the assignment. Fee ranges may be different for clients with a relationship with Mr. Scott Anderson prior to January 1, 2005. Lower fees for comparable services may be available from other sources.
Areas of Practice
Location
CA, United States