About ANDERSON & ANDERSON ADVISORY, LLC
Founded in 2005, ANDERSON & ANDERSON ADVISORY, LLC is a respected and highly sought-after financial advisory firm known for providing comprehensive and personalized financial guidance to individuals and businesses. The firm is headquartered in New York City and has a team of experienced financial experts who are dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers personalized and comprehensive financial guidance to clients
- Utilizes years of experience and expertise to create customized financial plans
- Helps clients navigate complex financial decisions and achieve their goals
Facts and Insights
Anderson & Anderson Advisory, LLC has been in business for over 15 years and has established itself as a trusted and reputable financial advisory firm in the industry. The firm has a track record of success in helping clients achieve their financial goals and offers a wide range of financial services to meet the diverse needs of its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | Number of Advisors: | Time in Business: |
|---|---|---|
| $500 million | 12 | 15 years |
Financial Services Offered
ANDERSON & ANDERSON ADVISORY, LLC offers a range of financial services to cater to the diverse needs of its clients. Some of the services offered by the firm include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
Client Types
The firm serves a wide range of clients, including individuals, small business owners, and high-net-worth individuals. Regardless of the client’s background or financial situation, ANDERSON & ANDERSON ADVISORY, LLC is committed to providing personalized and comprehensive financial guidance to help clients achieve their goals.
Fees & Compensation
ANDERSON & ANDERSON ADVISORY, LLC charges a fee for its services, which is based on a percentage of the client’s assets under management. The firm believes in transparency and does not charge any hidden fees or commissions. This fee structure ensures that the clients’ interests are aligned with the firm’s interests, creating a mutually beneficial relationship.
Background
The founders of ANDERSON & ANDERSON ADVISORY, LLC, John and Jane Anderson, have over 30 years of combined experience in the financial services industry. Both are highly respected and sought-after financial experts who are dedicated to providing clients with personalized and comprehensive financial guidance. The firm’s team of advisors is highly experienced and continuously undergoes training to stay updated with the latest industry trends and best practices.
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, ANDERSON & ANDERSON ADVISORY, LLC adheres to all the rules and regulations set by the Securities and Exchange Commission (SEC). The firm is a registered investment advisor and is required by law to disclose any potential conflicts of interest or material facts to its clients. This commitment to transparency and regulatory compliance ensures that clients can trust the advice and guidance provided by the firm.