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
Brett works as a 1099 paraplanner for TrueNorth Wealth, assisting with retirement planning through A1 Planning. This non-client facing role takes minimal time and involves preliminary work finalized by a registered advisor.