Alma Frandsen
Alma Frandsen is a registered investment advisor at Foundations Investment Advisors LLC, based in Sandy, UT, with 5 years of industry experience. Alma operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 29,663 clients with $10B 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% |
Maximum annual advisory fee is 2.00%. Fees are negotiable. Accounts with more than three investment strategies incur an additional $15 annual fee per extra strategy, and all accounts pay a $50 annual administrative and technology fee.
Fee Estimator
Location
11075 S State St, Suite 9A, Sandy, UT, 84070
Get directionsHistory
Regulatory History (1)
Judgment / Lien
May 2011Other Business ActivitiesSells Insurance
Alma is an agent at Heritage Wealth Management, selling life insurance and annuities since October 2023. This takes about half of her time, with most of the time spent during securities trading hours.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Ae Wealth Management, LLC
Global View Capital Management, LTD
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Nylife Securities LLCBroker
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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