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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees for portfolio management services are negotiable.
Fee Estimator
For portfolio management, the annual fee is 1.25% on the first $250,000, 1.00% on assets between $250,001 and $1,000,000, and 0.50% on assets above $1,000,001. Financial planning fees are charged hourly, up to $125 per hour, and are negotiable. All ongoing portfolio management clients receive a financial plan at no additional fee.
Areas of Practice
Advisor Information
Office location
9035 S 1300 E Ste 120, Sandy, UT, 84094
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
Reginald assists individuals with the organization and management of defined contribution and defined benefit plans.