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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
The firm charges an annual fee based on a percentage of assets under management, as shown in the table. Financial planning fees are a flat rate, usually between $1,000 and $3,500, depending on the complexity and needs of the client, and are negotiable. Fees are due upon presentation of the completed financial plan. There is no account minimum.
Areas of Practice
Advisor Information
Office location
11681 S 700 E, Suite 200, Draper, UT, 84020
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
Dan is a licensed realtor in Utah, primarily for personal transactions and assisting past clients, and manages his own investment property, Peter Pan Apts, Inc. He dedicates minimal time to real estate activities and about 10-20% of his time to property management.