Anderson Financial Partners, Inc
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Overview
Anderson Financial Partners, Inc operates as a financial advisor firm based in Ponte Vedra Beach, Florida. The company has $1.2 billion in assets over 37 client accounts, making it one of the bigger firms in the country by assets under management (AUM). It has a small team, including 2 financial advisors. Anderson Financial Partners, Inc does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets such as stocks, bonds and options.
Anderson Financial Partners, Inc oversees none of the company's client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes buy and sell decisions for the client's account without requiring client authorization. It also has 37 non-discretionary accounts totaling $1.2 billion in assets. The company supervises about $32.4 million in assets for every client account. The typical advisor at Anderson Financial Partners, Inc manages about 19 client accounts, making it one of the more personalized firms in the country.
The company's central office is located at 212 Ponte Vedra Park Drive, Ponte Vedra Beach, Florida 32082. Anderson Financial Partners, Inc is legally permitted to provide services to investors in the state of Florida.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Anderson Financial Partners, Inc by the Numbers
$1.2 billion
4
37
$32.4 million
Products and Services
Anderson Financial Partners, Inc provides a number of financial services, which can include portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. However, the company did not provide any of its clients with financial planning services in the last financial year. The firm does not sell products or offer services apart from investment advisory services to its investment advisory accounts.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management usually vary depending on the services offered. Fees charged by the firm may include the following fee structures: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm manages money for a number of different customers. The company caters to high net worth investors, pension plans, charitable organizations, state or municipal government entities and corporations. Out of its 37 clients, Anderson Financial Partners, Inc's largest client is high net worth investors, but it also manages money for 16 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 43.24%
- Other Individuals - 0%
- Corporations - 29.73%
- Charitable Organizations - 27.03%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Anderson Financial Partners, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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