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 | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
We reserve the right to increase or decrease the fee rate based on the portfolio size and complexity, and other business considerations, with the client’s consent. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Financial planning fees range from $950 to $5,000, depending on complexity, and are negotiable. Investment management fees are based on a percentage of assets managed (see table). The minimum account size is $80,000, which equates to a minimum annual fee of $1,000. Hourly planning engagements will not exceed $175 per hour.
Areas of Practice
Advisor Information
Office location
95 West 100 South, Suite 210, Logan, UT, 84321
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
E. is a full-time, tenured assistant professor at the School of Accountancy at Utah State University, teaching courses in taxation, financial planning, retirement planning, and estate planning. E. is also an independent insurance agent for various independent insurance companies and the chair of the board of directors at USU Community Credit Union, dedicating minimal time to the credit union.