Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
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 $1.0M | 1.00% |
| $1.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee Estimator
Blue Barn Wealth charges an annual fee based on your portfolio size (see rates in table). Clients with less than $180,000 in assets may also be required to pay a financial planning fee in addition to the AUM fee. Financial planning services are also available on an hourly basis at up to $300/hour. Ongoing financial planning services include an initial fee ranging from $100-$2,000 and an annual fee ranging from $1,800 to $24,000.
Areas of Practice
Advisor Information
Office location
370 West Center Street, Orem, UT, 84057
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Hyrum Legrand SmithRegulatory 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
Hyrum teaches tax and retirement planning courses at Utah Valley University, dedicating a few hours per week. He also owns and manages Hyrum L Smith, LLC, spending minimal time on it.
Employment History
Current Registrations
Livet Wealth, LLC
Blue Barn Wealth
Previous Registrations
Bfc Planning, INC.
State Registrations1 state
Exams
Additional Information
Hyrum Smith holds his PhD in Personal Financial Planning and is a Certified Financial Planner (CFP(r)) and CPA with over 20 years of financial services industry experience. He also teaches Tax Planning and Retirement Planning courses at Utah Valley University's CFP-registered financial planning program.