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 $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for assets over $1,000,001.
Fee Estimator
Investment advisory fees are based on a percentage of assets under management, ranging from 1.00% to 1.50% annually. Fees are negotiable for assets over $1,000,001. The minimum annual fee is $1,000 per account, and a minimum of $250,000 is generally required to open and maintain an advisory account, though this may be waived. On an exception basis, services may be provided at an hourly rate. Clients may also incur additional fees, such as custody, transaction, and fund expenses.
Areas of Practice
Advisor Information
Office location
4001 South 700 East, Suite 554, Salt Lake City, UT, 84107
Get directionsRegulatory History (2)
Regulatory
August 2016Customer Dispute
November 2014Other Business Activities
Jeff is a managing member or president of several LLCs and corporations, including Nuvo Ventures, Citius Ventures, Bollinger Investments Inc., Fortius Capital Management, JMB Family Holding Co, Nuvo Your Water, Custom Travel Holdings, Motion Sound Amplifiers, Amplified Investments, and Quail Creek Capital. These entities are primarily for investment, holding assets, consulting, and product marketing, taking up a few hours per week to nearly full-time.