Robert Sandberg
Robert Sandberg is a CFP-designated registered investment advisor at Osaic Advisory Services, LLC, based in South Jordan, UT, with 28 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 7 more. Their firm serves 29,898 clients with $15B 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 | 2.50% |
Fees are negotiated between the advisor and the client. The maximum annual fee allowed is 2.50%. Fees can be billed as flat, linear, or tiered rates.
Fee Estimator
Location
10808 S River Front Parkway, Suite 375, South Jordan, UT, 84095
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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
Robert is the President and Owner of Freedom Point Financial, which provides consulting services to insurance agents and registered representatives, dedicating about a quarter of his time. He is also an Independent Investment Advisor Representative of Arbor Point Advisors, LLC, spending about half his time providing investment management and financial planning services.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Arbor Point Advisors
Verus Capital Partners, LLC
Verus Capital Partners, LLC
Verus Capital Partners, LLC
Securities America, INC.Broker
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Sagepoint Financial, INC.Broker
Keeler Thomas INC
Sunamerica Securities, INC.Broker
State Registrations5 states
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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