Elizabeth Skoglund is a registered investment advisor at Advisory Alpha, LLC, based in Meridian, ID, with 16 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Real Estate Investing, and 2 more. Their firm serves 13,126 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Advisory Alpha charges a percentage of your portfolio each year, ranging from 0.10% to 1.70%, depending on the services provided. The fees are negotiable depending on your needs and the complexity of your situation. Fees are generally paid quarterly. Some investment advisor representatives may choose to include a minimum annual fee as a condition for starting and maintaining a relationship.
Location
2667 East Gala Court, Suite 120, Meridian, ID, 83642
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
Elizabeth co-owns and operates Bradford Meadows, LLC and Skoglund Holdings, LLC, both rental and farm operations companies. She also works as Director of Operations and a licensed insurance agent for GM2 Success, LLC, selling insurance products and providing financial education, taking about half of her time.
Employment History
Current Registrations
Advisory Alpha, LLC
Previous Registrations
Advisory Alpha, LLC
Planners Alliance
Alphastar Capital Management, LLC
Ing Financial Partners, INC
State Registrations1 state
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.