Bart Zandbergen
Bart Zandbergen is a CFP-designated registered investment advisor at Axxcess Wealth Management, LLC, based in Laguna, CA, with 33 years of industry experience. Bart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 8,726 clients with $6.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Axxcess Wealth Management's fees for wealth management and customized portfolio platform services range from 0.15% to 2.00% annually, based on the value of your investments. The firm also offers sleeve manager strategy services with fees ranging from 0.08% to 1.25% annually. Fees are based on the scope and complexity of services, the amount of assets managed, and the overall relationship with the firm. Fees may be negotiable.
Location
32322 South Coast Hwy Suite C, Laguna, CA, 92651
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Regulatory History (1)
Customer Dispute
May 2012Other Business ActivitiesSells Insurance
Bart operates his securities and advisory business under the name The Zandbergen Group. He is also licensed in life and health insurance, is a Certified Divorce Financial Analyst, and performs intermittent, unpaid modeling work for magazines.
Employment History
Current Registrations
Axxcess Wealth Management, LLC
Previous Registrations
Tessera Capital Partners, LLCBroker
Axxcess Wealth Management, LLC
Optivest, INC.
Gramercy Securities, INC.Broker
Financial Management Network INC
Fmn Capital CorporationBroker
Sunamerica Securities, INC.Broker
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.