CM
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
50 clients
Average Client Portfolio
$9.3M average
Assets Under Management
$464.5M
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
Minimum Annual Fee:$60
ManagedPlan fees are detailed in the program agreement. The maximum fee for the Fiduciary Overlay Program is 0.15% of assets under management, but this fee may be negotiable. A minimum annual fee of $60.00 per investment account is charged.
Areas of Practice
Retirement Planning
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Advisor Information
Office location
6975 Union Park Ctr, Suite 644, Cottonwood Heights, UT, 84047
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Fiduciary Advisors, LLC
May 2024 - Present · 1 yr 8 mos
Abg Consultants
June 2022 - Present · 3 yrs 7 mos
Previous Registrations
Abg Consultants
August 2005 - December 2011 · 6 yrs 4 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.