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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Existing Client relationships may currently exist wherein the fees are higher or lower than the fee schedule above.
Fee Estimator
Financial planning services are billed at $150 per hour for a written financial plan. Investment advisory fees are based on a percentage of investable assets, billed quarterly in advance. The fee schedule is 1.00% on the first $2,000,000, 0.80% on the next $3,000,000 (from $2,000,001 to $5,000,000), and 0.60% on assets above $5,000,000. Existing client relationships may have higher or lower fees. Fees are separate from custodian and investment expenses.
Areas of Practice
Advisor Information
Office location
670 West Shepard Lane, Suite 101, Farmington, UT, 84025
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
James owns a 50% interest in East Meadows Homes, LLC, which manages a mobile home park and owns shares in Land Solutions Partners-East Meadows, LLC. James spends approximately 60 hours per month as a managing partner in this business, which solicited investments from both FWA clients and non-clients.