Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
PCI recommends a Third-Party Adviser, Advisory Alpha, and shares in their management fee, typically 50%. The Third-Party Adviser's annual management fee ranges from 0% to 1.70%, not exceeding 2% of assets under management. Financial planning fees are fixed and range from $500 to $15,000, or $1,500 to $15,000 for comprehensive plans, depending on complexity. Discounts on comprehensive financial planning fees are available based on assets under management. Hourly fees are $200 per hour. Clients are responsible for third-party fees like custodian and brokerage fees.
Areas of Practice
Advisor Information
Office location
3130 W. Maple Loop Dr, Suite 130, Lehi, UT, 84043
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
Michelle is the Owner/President of NorthStar Wealth Management Inc., dedicating about half of her time to wealth management and insurance services. She is also a member of Cake Partnership, LLC, which supports insurance agents and agencies, but spends minimal time on this activity.