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Anderson Financial Strategies, Llc
Dayton, Ohio
5.0
12 Reviews
Anderson Financial Strategies, LLC is a small investment advisory firm based out of Dayton, OH. With 6 dedicated employees, including two seasoned investment advisors, they provide comprehensive financial planning and investment management services.
With an average of $75,280,000 in assets under management per investment advisor, Anderson Financial Strategies, LLC maintains an industry-average performance in terms of managing client investments. Their compensation structure is flexible and includes various types, such as a percentage of assets under management, hourly charges, and fixed fees.
The firm boasts a substantial cli...see more
Assets Under Mgmt
$205.62M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Reviews for Anderson Financial Strategies, Llc
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