Anders Johnson Skagerberg
AS
CFP
Anders Johnson Skagerberg
AS
CFP

Anders Johnson Skagerberg

2 Years of Experience
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
757 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$1.9B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.5M1.50%
$2.5M - $5.0M1.00%
$5M+0.75%

Fees are negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Anders Johnson Skagerberg
AS
Anders Johnson Skagerberg

Location

812 East 2100 South, Salt Lake City, UT, 84106

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History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Albion Financial Group
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Dew Wealth Management
November 2023 - May 2024 · 6 mos
Truenorth Wealth
July 2019 - December 2019 · 5 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
Anders Johnson Skagerberg
AS
Contact
Anders Johnson Skagerberg