JE
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
946 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Hourly Rate:Up to $300/hr
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
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Advisor Information
Office location
1935 Vine Street, 120, Murray, UT, 84121
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
Truenorth Wealth
January 2020 - Present · 6 yrs
Previous Registrations
Truenorth Wealth
February 2016 - December 2019 · 3 yrs 10 mos
State Registrations3 states
IDUTWA
Advisor
Exams
No exam information available for this advisor.