CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
4 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
192 clients
Average Client Portfolio
$679K average
Assets Under Management
$130.3M
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$1,000 - $3,500
The firm charges an annual fee based on a percentage of assets under management, as shown in the table. Financial planning fees are a flat rate, usually between $1,000 and $3,500, depending on the complexity and needs of the client, and are negotiable. Fees are due upon presentation of the completed financial plan. There is no account minimum.
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
11681 S 700 E, Suite 200, Draper, UT, 84020
Get directionsContact
Kevin Douglas MichelsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Medicus Wealth Planning, INC.
July 2016 - Present · 9 yrs 6 mos
Previous Registrations
Net Worth Advisory Group, LLC
December 2014 - August 2016 · 1 yr 8 mos
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.