Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
30 advisors
Number of Clients
592,301 clients
Average Client Portfolio
$129K average
Assets Under Management
$76.6B

Fee Structure

Minimum Annual Fee:$100,000

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
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

Heber City, UT

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Regulatory 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.

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Employment History
Current Registrations
Morningstar Investment Management LLC
May 2025 - Present · 8 mos
Previous Registrations
Morningstar Investment Services LLC Broker
October 2003 - June 2025 · 21 yrs 8 mos
Morningstar Investment Services LLC
October 2003 - June 2025 · 21 yrs 8 mos
Wm Financial Services, INC.Broker
January 2003 - September 2003 · 8 mos
Clarke Lanzen Skalla Investment Firm INC
December 2000 - November 2002 · 1 yr 11 mos
Orbitex Funds Distributor, INC.Broker
August 2000 - November 2002 · 2 yrs 3 mos
Fidelity Brokerage Services LLCBroker
January 1996 - August 2000 · 4 yrs 7 mos
State Registrations3 states
CAILUT
Advisor
Exams
No exam information available for this advisor.