Anders Lundegard is a CFP, ChFC-designated registered investment advisor at Capitol Private Wealth Group LLC, based in Vienna, VA, with 21 years of industry experience. Anders 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, High Net Worth, and 3 more. Their firm serves 572 clients with $560M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $50.0M | 0.25% |
| $50M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Location
8150 Leesburg Pike, Suite 630, Vienna, VA, 22182
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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 Activities
Anders is a self-employed musician and the founder of The Swedish Jazz. He also owns Lundegard LLC (tax preparation), Lundegard Properties LLC, Duke Patrick Properties LLC, La Plata Properties LLC, and Bel Alton Properties LLC, all related to rental real estate investments, dedicating minimal time to each.
Employment History
Current Registrations
Capitol Private Wealth Group LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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