Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Comprehensive planning fees are either a negotiated flat fee ($500 to $200,000 annually or quarterly) or an ongoing fee (up to 0.50% annually, charged quarterly in advance) on assets under management, with a $250,000 minimum account. Modular plans have a minimum fee of $1,000. Investment management fees are a maximum of 2.00% annually, charged quarterly in advance. Cash management accounts are charged 0.20% annually. A minimum initial investment of $50,000 is generally required.
Areas of Practice
Advisor Information
Office location
530 w 465 n suite 707, Providence, UT, 84332
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
Ryan is a servicing agent for Beneficial Life Insurance Company, handling clients' annuities and life insurance policies, dedicating minimal time. He also works as a radio host for a local university football team's postgame call-in show and serves as a board member for the Cache Education Foundation.