Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CFA charges an annual asset-based fee for portfolio management, negotiated with each client within a range of 0.50% to 2.00% (0.125% to 0.50% each quarter). The fees are calculated and paid quarterly in advance. Financial planning fees range from $250 to $1,000 depending on client needs and complexity. Fixed financial planning fees are negotiable and payable by check at the time of agreement.
Areas of Practice
Advisor Information
Office location
Thanksgiving Business Park, 2600 Executive Parkway, Suite 451, Lehi, UT, 84043
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
Dan owns Jessop Insurance and Retirement Services, Inc. and Jessop Real Estate, LLC, and has a solicitor agreement with Summit Group Wealth Advisors. He also sells various insurance products, including Medicare, life insurance, long-term care insurance, and annuities.