Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
PL Wealth Advisors charges fixed and/or hourly fees for consulting services. Fixed fees generally range from $2,000 to $5,000, depending on the services. The hourly fee is $150. They may receive a portion of the management fee charged by third-party managers, ranging from 0.50% to 1.50% annually.
Areas of Practice
Advisor Information
Office location
650 South 500 West, Suite 128, Salt Lake City, UT, 84101
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
Matthew is an insurance agent selling individual life, health, group life, and group health insurance since 2011, spending a few hours per week on this activity. He also owns Valentine Financial LLC and Valentine Realty DBA with Annie Valentine.