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
12012 South 700 East, Suite 100, 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.
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Stephen is a general partner at Ollin Ventures, dedicating about 10-20% of his time to creating marketing content, event planning, investor relations, and preparing investor reports and documents since August 2022.