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 $1.0M | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
We reserve the right to increase or decrease the fee rate based on the portfolio size and complexity, and other business considerations, with the client’s consent. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Financial planning fees range from $950 to $5,000, depending on complexity, and are negotiable. Investment management fees are based on a percentage of assets managed (see table). The minimum account size is $80,000, which equates to a minimum annual fee of $1,000. Hourly planning engagements will not exceed $175 per hour.
Areas of Practice
Advisor Information
Office location
95 West 100 South, Suite 210, Logan, UT, 84321-5811
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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