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 $1.0M | 1.07% |
| $1.0M - $3.0M | 1.03% |
| $3.0M - $5.0M | 0.94% |
| $5.0M - $10.0M | 0.73% |
| $10.0M - $20.0M | 0.61% |
| $20M+ | 0.49% |
Subject to a minimum annual fee of $5,000. All advisory fees are negotiable.
Fee Estimator
Investment management fees are based on a percentage of assets under management, subject to a $5,000 minimum annual fee. Financial planning fees range from $0 to $20,000, depending on complexity. An Asset Administration, Reporting & Technology fee of 0.03% annually is also assessed. The firm also offers a performance-based fee arrangement to qualified clients. All advisory fees are negotiable.
Areas of Practice
Advisor Information
Office location
13894 S Bangerter Parkway, Suite 200, Draper, UT, 84020
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
Wesley is a licensed life and health insurance agent since 2004, dedicating minimal time to this activity. He is also the sole managing member of Blueprint Financial LLC, used for internal business purposes.