Elizabeth Skoglund
Elizabeth Skoglund is a registered investment advisor at Advisory Alpha, LLC, based in Caldwell, ID, with 16 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 13,831 clients with $4.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.70% |
Asset-based fees range from 0.10% to 1.70% depending on the services provided and are negotiable. Clients electing Direct Series model portfolios are assessed an additional 0.10% technology trading fee.
Fee Estimator
Location
312 W Simplot Blvd, Caldwell, ID, 83605
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Elizabeth co-owns and operates Bradford Meadows, LLC and Skoglund Holdings, LLC, both rental and farm operations companies. She also works as Director of Operations and a licensed insurance agent for GM2 Success, LLC, selling insurance products and providing financial education, taking about half of her time.
Employment History
Current Registrations
Advisory Alpha, LLC
Previous Registrations
Advisory Alpha, LLC
Planners Alliance
Alphastar Capital Management, LLC
Ing Financial Partners, INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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