Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for asset management services are negotiable and typically range between 0.25% and 2.25%. Fees are deducted from the client's investment account. Financial planning fees are also negotiable and can be based on a fixed fee-per-project, hourly, monthly, or quarterly basis. Investment consultative services are based on a fixed rate. The firm may receive compensation from third-party advisers or as a sub-adviser to other firms.
Areas of Practice
Advisor Information
Office location
1432 E 840 North, Orem, UT, 84097
Get directionsRegulatory History (1)
Criminal
March 2002Other Business ActivitiesSells Insurance
Alan is involved in several business activities, including life insurance/annuities sales through M&O Marketing and CreativeOne, and tax planning through PH, LLC. He also manages trades and strategies for clients as an IAR, Vice President/Owner of Peterson Harris, Inc., dedicating nearly full-time hours to this role.