Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 0.95% |
| $250K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Salt Lake Asset-based Advisory Fee
Fee Estimator
The firm charges fees based on a written agreement with each client, and fees are negotiable. Hourly consulting fees are $750/hour for a Senior Advisor and $250/hour for a Junior Advisor. Investment advisory fees are generally payable quarterly in arrears, based upon the average value of the account during the period. There are different asset-based advisory fee schedules depending on the location (Salt Lake or Sea Island). Non-Discretionary Reporting Fee is .15% per annum.
Areas of Practice
Advisor Information
Office location
623 E Fort Union Blvd., Suite 101, Salt Lake City, UT, 84047
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 Activities
Sara is involved in several outside business activities, including TutuList (an online dance costume website), West Point Ballet Academy (choreography), North Capital Investment Technology (COO), and consulting for small businesses. Sara dedicates a significant amount of time (full-time) to North Capital Investment Technology, a few hours per week to TutuList and consulting, and minimal time to West Point Ballet Academy and Salt Lake Ballet Cooperative.