Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wasatch manages mutual funds, separate accounts, sub-advised funds, collective investment trusts and a private fund. Fees for separate accounts are negotiable and may vary from the typical fee schedules. Some clients may pay more or less than others receiving the same services. Wasatch also manages nine separate accounts which have performance fees. These accounts generally pay Wasatch a below-market management fee and then at the end of each performance period Wasatch is entitled to receive a performance fee if the account’s performance has exceeded the performance of an agreed upon benchmark.
Areas of Practice
Advisor Information
Office location
505 Wakara Way, 3rd Floor, Salt Lake City, UT, 84108
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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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David works as a Premiere Services Relationship Manager at Wasatch Advisors LP, overseeing mutual fund relationships. This is a full-time commitment, with nearly full-time hours dedicated during trading hours.