Anders Norrman is a CFA, CFP-designated registered investment advisor at Spreckels Wealth Management, based in San Diego, CA, with 9 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 55 clients with $74M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Location
San Diego, CA
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
Anders is employed by the San Diego City Employees' Retirement System (SDCERS) as a Senior Investment Officer since 2013, overseeing publicly-traded equity and fixed income assets. This position requires nearly full-time commitment.
Employment History
Current Registrations
Spreckels Wealth Management
Previous Registrations
Wheelerfrost - Wealth Managers
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.