A complete list of active advisors currently associated with Anderson Wealth Management, Inc.
Warmer can help you find a great advisor at Anderson Wealth Management, Inc. or one who fits your needs even better.
Anderson Wealth Management is a small independent advisory firm that provides asset management, financial planning and consulting primarily to individual clients. The firm reported managing about $3.0 million on a discretionary basis as of December 31, 2019 and offers written financial plans and consultations covering personal and corporate matters such as investment planning, retirement and estate planning, corporate and personal tax planning, corporate structure, cost segregation studies and real estate analysis. Advisory portfolios are tailored to each client’s financial situation and objectives, with the firm emphasizing continuous account supervision, quarterly reviews and the ability for clients to impose reasonable investment restrictions. Investment decisions are guided mainly by fundamental analysis and supplemented by technical analysis for timing, and portfolios may include individual stocks and bonds, ETFs, options, mutual funds and other public and private securities. Compared with many independent advisers that focus solely on individuals, the brochure indicates the firm also serves “other types of clients” and provides corporate‑level consulting and portfolio management services, suggesting institutional or business clients are part of its practice. The firm maintains a small client roster (18 clients), participates in the Shareholders Service Group (SSGI) program for custody, execution and research support, and follows procedures for fee deductions and constructive custody that reflect its operational arrangements.
To learn more about the advisors currently working at Anderson Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Greer, SC
| 21
|
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