Amicus Financial Advisors charges fees for financial planning and investment advisory services, which may be fixed, hourly ($250/hour), or asset-based. The maximum annual advisory fee is 1.5%. Fees are negotiable in limited circumstances. Asset management fees are calculated monthly based on the value of assets under management. Clients may pay fees directly or authorize Amicus to bill the custodian. Insurance products may be offered, generating commissions for advisors, which are disclosed to clients.
1371 N 1075 W, Suite #1, Farmington, UT, 84025
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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 →Gregory is a partner in two law firms: Tombs Maxwell, LLP (established in 2009, focusing on estate planning, tax planning, etc., taking less than a quarter of his time) and Maxwell Law Group LLP (established in 2018, focusing on personal injury lawsuits, taking about 10% of his time). These activities are not investment-related.