Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
5314 River Run Drive, Suite 210, Provo, UT, 84604
Get directionsRegulatory 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
Erica manages short-term rental properties as a member of Hosted by Us since May 2023. She spends a few hours per week on servicing, cleaning, and maintenance.