Robert Sandberg
Robert Sandberg is a CFP-designated registered investment advisor at Osaic Advisory Services, LLC, based in South Jordan, UT, with 27 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
Location
10808 S River Front Parkway, Suite 375, South Jordan, UT, 84095
Get directionsHistory
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.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.