Chad Anderson is a registered investment advisor at Presidio Wealth Management, based in Midvale, UT, with 25 years of industry experience. Chad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 380 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are negotiable based on total household assets and service complexity. Legacy accounts may have different fee schedules. Accounts are also subject to a flat administration fee of $45 per year.
Fee Estimator
Location
6967 South River Gate Drive, Suite 102, Midvale, UT, 84047
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 Activities
Chad is a director of retirement plan services for both OneDigital Investment Advisors LLC and Presidio Wealth Management. He dedicates about a quarter of his time to each role, managing 401k plan relationships and servicing employer-sponsored retirement plans.
Employment History
Current Registrations
Presidio Wealth Management
Previous Registrations
Osaic Wealth, INC.Broker
Onedigital Investment Advisors
Triad Advisors LLCBroker
Transamerica Retirement Advisors, LLC
Transamerica Investors Securities CorporationBroker
Fidelity Brokerage Services LLCBroker
Fidelity Investments Institutional Services Company, INC.Broker
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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