Bryce Anderson
Bryce Anderson is a registered investment advisor at Intermountain Wealth Management, INC., based in Idaho Falls, ID, with 16 years of industry experience. Bryce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. 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
Intermountain Wealth Management charges an annual fee based on the value of your portfolio. The fee is calculated quarterly, in arrears, based on the average daily balance of your account. The annual fees are as follows:
- $0 - $50K: 1.50% (Investment Models), 1.25% (All Bond), 1.25% (Self-Directed)
- $50K - $100K: 1.25% (Investment Models), 1.00% (All Bond), 1.00% (Self-Directed)
- $100K - $1M: 1.00% (Investment Models), 0.75% (All Bond), 0.75% (Self-Directed)
- $1M+: 0.75% (Investment Models), 0.50% (All Bond), 0.50% (Self-Directed)
- $5M+: 0.50% (Investment Models), 0.25% (All Bond), 0.25% (Self-Directed)
All accounts in a client’s household are combined to determine the fee level. SIMPLE IRA accounts are considered separately.
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.