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 $250K | 0.95% |
| $250K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Salt Lake Asset-based Advisory Fee
Fee Estimator
The firm charges fees based on a written agreement with each client, and fees are negotiable. Hourly consulting fees are $750/hour for a Senior Advisor and $250/hour for a Junior Advisor. Investment advisory fees are generally payable quarterly in arrears, based upon the average value of the account during the period. There are different asset-based advisory fee schedules depending on the location (Salt Lake or Sea Island). Non-Discretionary Reporting Fee is .15% per annum.
Areas of Practice
Advisor Information
Office location
623 E Fort Union Blvd., Suite 101, Salt Lake City, UT, 84047
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
Joseph is a registered principal with NCPS, and NCIT pays his salary for that role, though he performs no duties for NCIT itself. He also has signatory authority on a corporate checking account for Harris Jean, LLC, but is not an owner or director and will not materially participate in the company's operations.