Fees for portfolio management range from 0% to 2.50% annually, based on the market value of assets under management, service complexity, and administration level. Financial planning fees are fixed and range from $0 to $75,000, depending on the plan's complexity and scope. General consulting fees are fixed and determined on a case-by-case basis, depending on the scope and complexity of the services provided. Advisory fees are negotiable.
5255 N Edgewood Drive, Suite 225, Provo, UT, 84604
Get directionsAlec is an insurance broker since 1989, selling life, long-term care, and disability insurance, dedicating a few hours per week. Alec also serves on the board of advisors for Medalist Diversified REIT, Inc., spending minimal time advising on real estate matters.