Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPA charges an annual fee for investment advisory services, which may include an LPA advisory fee and a TPAM/sub-advisor fee. The total asset management fee will not exceed 2.9%. Management fees are negotiable. Financial planning services are charged at $330.36 per hour (3-hour minimum) or a negotiated fixed fee. LPA may charge an annual $50 fee per account for platform and admin costs.
Areas of Practice
Advisor Information
Office location
11650 South State Street, Suite 200, Draper, UT, 84020-7150
Get directionsRegulatory History (5)
Customer Dispute
January 2017Customer Dispute
December 2012Customer Dispute
December 2012Customer Dispute
June 2012Customer Dispute
January 2012Other Business ActivitiesSells Insurance
Brad operates under several DBAs, including Granite Canyon Consulting and Pepperwood Financial, for his wealth management and financial planning practice. He also sells fixed and health insurance through his own name, Discovery Wealth Management LLC, and Spherica, dedicating about a quarter of his time to fixed insurance sales and health insurance.