CH
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
84 clients
Average Client Portfolio
$178.4M average
Assets Under Management
$15.0B
Fee Structure
Financial Planning:Investment management only
Fees for sub-advisory asset management services are negotiable between TownSquare and the Primary Investment Adviser. Fees for House Accounts are negotiable but will not exceed 3% annually of assets under management. The cost of Portfolio Audit Services are included as part of the fees the Primary Investment Advisor pays to TownSquare as sub-advisor.
Areas of Practice
Investment Management
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Advisor Information
Office location
5314 River Run Drive, Suite 210, Provo, UT, 84604
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Townsquare Capital, LLC
November 2017 - Present · 8 yrs 2 mos
Previous Registrations
Allegis Investment Services, LLCBroker
May 2014 - May 2018 · 4 yrs
Allegis Investment Advisors, LLC
November 2013 - May 2018 · 4 yrs 6 mos
Arete Wealth Management, LLCBroker
August 2012 - November 2013 · 1 yr 3 mos
Arete Wealth Management, LLCBroker
January 2011 - April 2011 · 3 mos
Wealth Navigation, LLC
November 2010 - November 2013 · 3 yrs
Insphere Securities, INC.
October 2007 - November 2010 · 3 yrs 1 mo
Insphere Securities, INC.Broker
August 2007 - November 2010 · 3 yrs 3 mos
Allegis Advisors, INC.
August 2004 - October 2007 · 3 yrs 2 mos
Equity Services, INC. Broker
February 2003 - August 2007 · 4 yrs 6 mos
The Insight Group, INC.
January 2003 - August 2004 · 1 yr 7 mos
Merrill Lynch Pierce Fenner & Smith INC.
August 1995 - January 2003 · 7 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
June 1995 - January 2003 · 7 yrs 7 mos
Smith Barney INC. Broker
July 1993 - July 1995 · 2 yrs
Lehman Brothers INC.Broker
September 1992 - July 1993 · 10 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.