Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $750K | 1.20% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.60% |
Fees and account minimums are negotiable.
Fee Estimator
PWA charges a fee based on a tiered percentage of assets under management. For example, a client with $3,000,000 in assets would pay an effective annual fee of 1.0%. Fees are directly debited from client accounts quarterly in advance. Fees and account minimums are negotiable. Clients may terminate the agreement with written or oral notice and receive a refund of unearned fees. A minimum account size of $1,000,000 is normally imposed.
Areas of Practice
Advisor Information
Office location
360 West 920 North, Orem, UT, 84057
Get directionsRegulatory 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.
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Scott is a director and office building owner for Martin Properties Corporation, a commercial property management company, dedicating minimal time. He is also a book writer as a sole proprietor, spending a few hours per week on this activity, and a professor at Brigham Young University teaching a class about retirement.