Andrew Angerbauer
Andrew Angerbauer is a CFP-designated registered investment advisor at Capita Financial Network, LLC, based in Draper, UT, with 5 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,561 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capita Financial Network charges a percentage of the value of your portfolio each year, paid quarterly. The fees generally range from 1% to 1.75% annually, but may be negotiable. Clients with multiple accounts may be charged different rates for each account. Clients may pay different fees for accounts with the same or similar objectives.
Location
14658 S. Bangerter Pkwy, Ste 300, Draper, UT, 84020
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2022Employment History
Current Registrations
Capita Financial Network, LLC
Previous Registrations
Adp Broker-Dealer, INC.Broker
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.