Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Most clients pay between 0.50% and 1.50% annually based on portfolio size and investment strategy. Fees are deducted quarterly or monthly in arrears. The firm negotiates fees based on complexity, assets, investment types, and other services. There is a minimum account size of $100,000, subject to a minimum annual fee of $1,000. Financial plan fees range from $750 to $5,000 based on complexity. Advisors may reduce or waive advisory fees for related people of the firm, household members of the related person, and/or friends of the Advisor.
Areas of Practice
Advisor Information
Office location
75 West Towne Ridge Parkway, Suite 460, Sandy, UT, 84070
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Raymond Evan LevitreRegulatory 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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Raymond is the author of a book titled "20 Retirement Decisions You Need to Make Right Now," which is available for sale at online bookstores.