Bryce Anderson
Bryce Anderson is a registered investment advisor at Intermountain Wealth Management, INC., based in Idaho Falls, ID, with 17 years of industry experience. Bryce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 452 clients with $90M 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 $50K | 1.50% |
| $50K - $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Rates shown are for standard investment models. All-bond and self-directed models have a slightly lower schedule starting at 1.25% for under $50K and dropping to 0.25% for over $5M. Household accounts are combined to determine fee levels.
Fee Estimator
Location
101 Park Avenue, Suite 2, Idaho Falls, ID, 83402
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 ActivitiesSells Insurance
Bryce is a licensed insurance agent in certain states and may sell life insurance and specialized insurance products.
Employment History
Current Registrations
Intermountain Wealth Management, INC.
State Registrations5 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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