Broker Check

2190 N. Loop West, Suite 103, Houston, TX 77018

(281) 974-1965
Info@wranderson.com


WR Anderson & Co

360° Wealth Planning™

A modern, family office–style planning service. We proactively coordinate the areas that move the needle most — click any area to learn what it means for you.

360° Wealth Planning — Family Office Approach
360° Wealth Planning — Family Office Approach

High-level planning traditionally reserved for ultra-high-net-worth families — now within your reach.

Subscription Based or Asset Based Financial Planning

Programs NexGen Core NexGen Complete
Initial Complimentary Consultation 1 1
In-Person Meeting and/or Virtual Meetings Per Year Initial: 2-3  Ongoing: 1-2/yr Initial: 2-3  Ongoing: 1-2/yr
Phone Calls or eMails As Needed As Needed
Monthly Subscription Fee (per household, annual commitment) Initial: $1,250  Ongoing: $250/mo Initial: $2,150  Ongoing: $300/mo
Resources
AdviceWorks Client Portal ✓ ✓
Financial Plan Goal Tracker ✓ ✓
Goal Planning ✓ ✓
All In One Place Account Linking ✓ ✓
Secure Document Vault ✓ ✓
Budgeting & Expense Tracking ✓ ✓
Monthly & Quarterly Newsletters ✓ ✓
Educational Workshop Invitations ✓ ✓
Personal Planning Areas
Asset-Map Financial Plan / Retirement Income Model ✓ ✓
Riskalyze — Advanced Risk Assesment and Analysis (Risk Number) ✓ ✓
Quarterly Asset Allocation based on personal risk number ✓ ✓
Insurance Analysis — Life, Disability, Long Term Care, Property & Casualty ✓ ✓
Debt Analysis & Reduction Strategies ✓ ✓
Workplace Retirement Plan Analysis ✓ ✓
College Financial Aid Planning ($600)^ ✓ ✓
Medicare Planning/Education ✓ ✓
Social Security Planning ✓ ✓
Charitable Giving Planning ✓ ✓
Legacy Planning Needs
Review of current Estate Planning Strategy — ✓
Tax Preparation
Tax Advisory & Reduction Planning ($1,500)^ — ✓

^ As a stand-a-lone service

Asset Management Fees Planning Fees Waived for AUM over $250,000
Assets Under Management Fee Schedule
Amounts less than $250,0001.50%
Amounts between $250,000 and $500,0001.25%
Amounts between $500,000 and $1,000,0001.00%
Amounts between $1,000,000 and $2,500,0000.90%
Amounts between $2,500,000 and $5,000,0000.75%
Greater than $5,000,0000.60%
  1. Annual investment advisory fees are billed quarterly and based on the account value at the end of each quarter.
  2. Household members will benefit from account balance aggregation to achieve favorable advisory fee breakpoints.

Securities offered through Cetera Advisors LLC, member FINRA/SIPC. Investment advisory services offered through Cetera Advisors LLC . WR Anderson & Co. and Cetera Advisors LLC are separate entities .

All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. This material is for informational and educational purposes only and does not constitute individualized investment, tax, or legal advice. Fees shown are current as of the date of publication and are subject to change. Consult your advisor regarding your specific situation.