Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for portfolio management range from 0% to 2.50% annually, based on the market value of assets under management, service complexity, and administration level. Financial planning fees are fixed and range from $0 to $75,000, depending on the plan's complexity and scope. General consulting fees are fixed and determined on a case-by-case basis, depending on the scope and complexity of the services provided. Advisory fees are negotiable.
Areas of Practice
Advisor Information
Office location
216 West St. George Boulevard Suite 101 S, St. George, UT, 84770
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
Cody is a licensed independent insurance agent and earns commissions from selling insurance products. This presents a conflict of interest, but clients are not obligated to purchase insurance through him.