Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are typically negotiated with institutional clients and can include fixed fees, basis-point fees, and/or technology licensing fees. Institutional Asset Management fees generally range from 2 to 15 basis points of assets managed, with minimum annual fees of $100,000-$200,000. Strategy fees range from 0-40 basis points. Select list fees range from $50,000 to $400,000 annually. Asset Allocation Services range from $50,000 to $500,000 annually.
Areas of Practice
Advisor Information
Office location
Centerville, UT
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David works as a public safety officer at a ski resort, patrolling the property and responding to medical issues. This takes about 10-20% of his time and is weekend work only.