Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Adviser receives a monthly management fee of 1/12 of 1.0% (approximately 1.0% annually) of the lesser of (i) each Investor’s share of the Fund’s Net Asset Value or (ii) the Investor’s Aggregate Unreturned Capital Contributions. Investors will also be charged a Performance Allocation. The minimum investment in the Fund is $500,000, and Investors must maintain a minimum account balance of at least $250,000 after a withdrawal.
Areas of Practice
Advisor Information
Office location
3600 N Outlet Parkway, Suite 200, 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 Activities
William is a Bishop for The Church of Jesus Christ of Latter Day Saints, managing church business, attending meetings, managing the budget, working with youth, and providing counsel. This non-investment related activity takes about a quarter of his time.