Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WT Wealth Management charges an annual investment management fee based on a percentage of assets under management, ranging from 0% to 2%. These fees are collected quarterly in advance. Financial planning services are offered on an hourly basis ($150-$250/hour) or ongoing subscription basis ($250-$1,000/quarter). Fees are negotiable based on assets and complexity.
Areas of Practice
Advisor Information
Office location
Provo, UT
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 ActivitiesSells Insurance
Kevan is a regional managing director at Newcleus Group, focusing on BOLI products for banks, dedicating a few hours per week. He also owns a residential rental property and sells fixed insurance products as an insurance agent.