Andersen Tax Review

Trust Score 82%
Trust Score info_outline

Andersen Tax, federally registered in 2003, is a Registered Investment Advisor (RIA) in 51 state(s) with a licensed staff of 8 advisors. Andersen Tax manages $2 billion and provides investment advisory services for 309 clients (1:39 advisor/client ratio).

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


  • Firm uses a transparent fee-only model
  • There is one licensed advisor for every 39 clients (industry average 1:50)
  • Firm has $1B or more in assets under management


  • Firm has been federally registered for only 16 years
  • Firm serves fewer than 1,000 clients
  • Communications sent to the firm’s website are not secure and encrypted

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Managed Investing

Feature Value
Estimated Fees (Annual) $0 on $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $6,850,877
Hybrid Advisor No
Disciplinary History No
Total AUM $2 billion
Advisor / Client Ratio 1:39
Headquarters Mclean, VA
SEC Filings Forms and Brochures

Annual Fee Ranges 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%

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