RA
CFP
RA
CFP

Robert Jay Anderson

26 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
390 advisors
Number of Clients
18,377 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$39.8B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
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Location

875 Townline Road, Suite 100, Lake Geneva, WI, 53147

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert is a registered investment advisor (RIA) with Voyager Capital Management, LLC, dedicating nearly full-time hours to this role.

Employment History
Current Registrations
Beacon Pointe Advisors, LLC
November 2025 - Present · 3 mos
Voyager Capital Management, LLC
May 2003 - Present · 22 yrs 9 mos
Previous Registrations
Berthel Fisher & Company Financial Services, INC.
March 2003 - September 2003 · 6 mos
Continental Capital Investment Services
November 2002 - March 2003 · 4 mos
Continental Capital Investment Services
October 2002 - October 2002 · 0 mos
The Index Advantage, INC.
July 1999 - August 2003 · 4 yrs 1 mo
State Registrations5 states
AZCAFLILWI
Advisor
Exams
No exam information available for this advisor.