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 $1.0M | 0.88% |
| $1.0M - $2.0M | 0.82% |
| $2.0M - $4.0M | 0.74% |
| $4.0M - $6.0M | 0.68% |
| $6.0M - $10.0M | 0.62% |
| $10M+ | 0.62% |
Fees are concierge for accounts over $10,000,000.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). The firm requires a minimum account balance of $500,000. Comprehensive financial planning services are included. Consultant services are available at $300 per hour. Fees are negotiable and are billed monthly in arrears based on the value of the account on the last day of the month. Discounted fee schedules may be offered at the firm's discretion.
Areas of Practice
Advisor Information
Office location
1935 Vine Street, Suite 120, Salt Lake City, UT, 84121
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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