Advisor at Anderson Wealth Management, Inc.
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Firm
Anderson Wealth Management, Inc.
Location
Greer, SC
Credentials
Series 66
Industry experience
21 years
Christopher Anderson is a financial advisor with Anderson Wealth Management, Inc. in Greer, South Carolina. He holds a Series 66 designation and has 21 years of industry experience. Anderson has led his independent advisory firm since 2009. Anderson Wealth Management serves primarily individual clients with asset management, financial planning, and consulting services, while also providing corporate-level consulting and portfolio management. The firm emphasizes tailored portfolios, continuous supervision, and a combination of fundamental and technical analysis in investment decisions.
Based on Anderson Wealth Management, Inc.
Flat fees generally range from $1,500 to $10,000
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000+: 0.75%
$350/hour for financial advisors, $150/hour for para-planners, $75/hour for administrative time
Account minimum: $100,000 Fee-only: Hourly fees: $350/hour for financial advisors, $150/hour for para-planners, $75/hour for administrative time; Flat fees generally range from $1,500 to $10,000
Greer, SC
Maryland
Anderson Wealth Management, Inc.
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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