Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Caprock's fees may include fixed fees or fees based on a percentage of assets under management and advisement. The annual fee for Investment Advisor Services will generally be no greater than 1% of assets under management. Fees are negotiable based on client requirements and service complexity. In special arrangements, Caprock charges a fixed retainer fee based on anticipated services. Fees are billed monthly in arrears.
Areas of Practice
Advisor Information
Office location
1441 West Ute Blvd, Suite 120, Park City, UT, 84098
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
Jeffrey serves on the Investment Committee for the National Ability Center, reviewing the investment portfolio quarterly. This requires minimal time each month.