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 $750K | 1.25% |
| $750K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5 million. Assets under management may also include assets that are held away.
Fee Estimator
Asset management fees are based on a percentage of assets under management. For assets less than $750,000, the fee is 1.25%. For "Cash Alts", the fee is 0.25% for assets less than $750,000. Financial planning fees range from $700 to $5,000, depending on the complexity of the engagement. Pension consulting fees are based on a percentage of plan assets, with a minimum annual fee of $500. Clients with accounts whose aggregated value sums up to less than $500,000 shall be managed upon obtaining the client’s consent to pay an advisory fee of $60 per account on an annual basis paid quarterly.
Areas of Practice
Advisor Information
Office location
12012 South 700 E., Suite 100, Draper, UT, 84020
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 Activities
Michael is a passive shareholder in Truck Shields/SPG since 2009 and Xvoyant Inc since 2016, and has private equity ownership in Marolina Investors LLC since 2017. He also owns Utah Summer Baseball, LLC, dedicating a few hours per week to coordinating umpires for youth baseball events.