Andersen Fees & Minimum

Overview

Headquarters: Mclean, VA
Total Firm Assets: $6.3 billion
Average High-Net-Worth Client Portfolio Size: $8.1 million

Fee Disclosure

Source: ANDERSEN FORM ADV PART 2A 3-30-2026 (2026-03-30) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$10,000,000	1.00%
$10,000,001	$20,000,000	0.75%
$20,000,001	$35,000,000	0.50%
$35,000,001	$50,000,000	0.35%
$50,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$50,000	1.00%
$10 million	$100,000	1.00%
$50 million	$302,500	0.60%
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 58.72%
Number of High-Net-Worth Clients: 462
Total Client Accounts: 579
Discretionary Accounts: 579

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 124205

ANDERSEN FORM ADV PART 2A 3-30-2026 (2026-03-30) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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