TW
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
84 clients
Average Client Portfolio
$178.4M average
Assets Under Management
$15.0B
Fee Structure
Financial Planning:Investment management only
Fees for sub-advisory asset management services are negotiable between TownSquare and the Primary Investment Adviser. Fees for House Accounts are negotiable but will not exceed 3% annually of assets under management. The cost of Portfolio Audit Services are included as part of the fees the Primary Investment Advisor pays to TownSquare as sub-advisor.
Areas of Practice
Investment Management
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Advisor Information
Office location
5314 River Run Drive, Suite 210, Provo, UT, 84604
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Townsquare Capital, LLC
June 2020 - Present · 5 yrs 7 mos
Previous Registrations
Fidelity Brokerage Services LLCBroker
July 2015 - January 2020 · 4 yrs 6 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.