Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For portfolio management, fees range from 0.40% to 2.00% based on asset level and complexity, with a minimum account size of $250,000. Accounts below this minimum may be managed for $40 per account annually, not exceeding 3% of AUM. Financial planning fees range from $400 to $20,000 annually or $150 to $450 hourly. Estate planning has a one-time fee up to $1,150, with ala carte services from $50 to $250.
Areas of Practice
Advisor Information
Office location
1830 East 3100 North, Suite A, Layton, UT, 84040
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 ActivitiesSells Insurance
Spencer is an agent at Allegis Advisor Group, LLC, an insurance agency, since 2019. This activity requires minimal time.