Adam Bruce Anderson

Connect Financial Advisors

18 Years of Experience

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Firm Information

Connect Financial Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

7 advisors

Number of Clients

496 clients

Average Client Portfolio

$118K average

Assets Under Management

$58.6M

Fee Structure

Minimum Investment:None

Financial Plan Fee:$250 - $1,000

CFA charges an annual asset-based fee for portfolio management, negotiated with each client within a range of 0.50% to 2.00% (0.125% to 0.50% each quarter). The fees are calculated and paid quarterly in advance. Financial planning fees range from $250 to $1,000 depending on client needs and complexity. Fixed financial planning fees are negotiable and payable by check at the time of agreement.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate Planning

Advisor Information

Office location

Providence, UT

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Regulatory History (3)

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