Anika Hedstrom is a CFP-designated registered investment advisor at Uplevel Wealth, based in Portland, OR, with 11 years of industry experience. Anika operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 41 clients with $84M 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 - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable. When a sub-advisor is used, the above fee schedule does not include the sub-advisor’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management. Dimensional Fund Advisors LP (DFA): Annual fees to be paid directly to Sub-adviser for each account and will be 0.29% of the average daily value of the account assets under management by Sub-adviser, paid quarterly, in arrears.
Fee Estimator
Contact
Anika Hedstrom
Location
500 SW 116th Ave, Suite 118, Portland, OR, 97225
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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
Anika is an independent financial journalist who writes articles containing general market commentary and financial advice. This activity is investment-related and takes minimal time, approximately 5 hours per month.
Employment History
Current Registrations
Uplevel Wealth
Previous Registrations
Vista Capital Partners, INC.
Skyoak Wealth Management, INC.
State Registrations3 states
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