IH
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
48 advisors
Number of Clients
5,384 clients
Average Client Portfolio
$209K average
Assets Under Management
$1.1B
Fee Structure
Financial Plan Fee:$100 - $10,000
Hourly Rate:$150 - $350/hr
Portfolio management fees range from 0% to 2% annually, based on assets under management and service complexity. Fees are billed quarterly in advance. Financial planning is offered at an hourly rate of $150 to $350, or a project fee ranging from $100 to $10,000. General consulting services are also available at an annual flat rate. Pension consulting fees also range from 0% to 2%.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information
Office location
3507 N University Ave, Suite 150, Provo, UT, 84604
Get directionsRegulatory History (1)
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Financial
January 2017Final
Employment History
Current Registrations
Portside Wealth Group, LLC
September 2023 - Present · 2 yrs 4 mos
Previous Registrations
Morgan Stanley
September 2023 - October 2023 · 1 mo
Morgan Stanley Broker
November 2022 - October 2023 · 11 mos
E*trade Capital Management, LLC
April 2022 - September 2023 · 1 yr 5 mos
E*trade Securities LLCBroker
April 2022 - September 2023 · 1 yr 5 mos
Svb Wealth Advisory, INC.
November 2020 - April 2022 · 1 yr 5 mos
Svb Wealth Advisory, INC.Broker
July 2020 - April 2022 · 1 yr 9 mos
Fidelity Brokerage Services LLCBroker
February 2016 - April 2017 · 1 yr 2 mos
Wells Fargo Advisors, LLC Broker
May 2015 - January 2016 · 8 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.