Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees may be negotiated by the client, but in no case will exceed 1.75% of the value of assets under management.
Fee Estimator
The firm charges an annual investment management fee of 1% of assets under management. This fee may be negotiable, but will not exceed 1.75%. Financial planning is available to all advisory clients for no additional fee. For non-advisory clients, financial planning is offered for a flat fee or hourly rate, agreed upon at the start of the engagement. There is currently no minimum account size or minimum fee.
Areas of Practice
Advisor Information
Office location
2323 Foothill Dr., Suite 100, Salt Lake City, UT, 84109
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
Jeffrey is a Venture Advisor for Boy Scouts of America and a Member/President of the School Land Trust Committee. He is also an independent insurance agent selling fixed insurance products full-time, and a sole proprietor/owner of Pinnacle Financial Planning, a shell company not currently being used.