Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for portfolio management range from 0% to 2.50% annually, based on the market value of assets under management, service complexity, and administration level. Financial planning fees are fixed and range from $0 to $75,000, depending on the plan's complexity and scope. General consulting fees are fixed and determined on a case-by-case basis, depending on the scope and complexity of the services provided. Advisory fees are negotiable.
Areas of Practice
Advisor Information
Office location
5255 N Edgewood Drive, Suite 225, Provo, UT, 84604
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Customer Dispute
September 2015Other Business ActivitiesSells Insurance
Garen sells non-variable insurance products (health, dental, vision, fixed annuities, supplemental health) and dedicates about 10-20% of his time to this, including time during securities trading hours. He is also a board member and owner of G Winn LC, a personal LLC for tax purposes, rental properties, and facilitating leasing of various machinery equipment, dedicating minimal time. Finally, Garen is an investment adviser representative at The Norden Group, spending about a quarter of his time there.