Andersen TAX

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Andersen TAX, founded in 2003, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 8 advisors. Andersen TAX manages $1.95 billion and provides investment advisory services for 300 clients (1:38 advisor/client ratio).

Andersen TAX requires a $0 minimum investment and charges between 1.00% and 0.40% for ongoing portfolio management services, depending on the size of the portfolio.

Expand fee details

Managed Investing

Trust Score
74
info_outline

Annual Management Fee Percent
$0 to $2,000,000 1.00%
$2,000,001 to $5,000,000 0.75%
$5,000,001 to $10,000,000 0.65%
$10,000,001 to $25,000,000 0.50%
$25,000,001+ 0.40%
Feature Value
Estimated Fees (Annual) $1,000 on a $100,000 portfolio
Annual Management Fee Details None
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $6,508,666
Broker-Dealer No
Disciplinary History No
Total AUM $1.95 billion
Advisor / Client Ratio 1:38


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