Adam Anderson
Adam Anderson is a registered investment advisor at Connect Financial Advisors, based in Providence, UT, with 18 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 518 clients with $67M 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 | 2.00% |
Fees are negotiable between 0.50% and 2.00% annually based on account size, number of accounts, and management style, and are billed monthly in advance.
Fee Estimator
Location
Providence, UT
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
December 2023Regulatory
September 2023Employment Separation After Allegations
May 2018Other Business ActivitiesSells Insurance
Adam works as an insurance agent in Providence, Utah, selling various insurance products since 2021. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Connect Financial Advisors
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Edward Jones
Edward JonesBroker
State Registrations2 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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