Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $250 to $10,000, depending on complexity. Hourly consulting is available at $100-$300 per hour. Wealth planning implementation and retainer fees are fixed annual fees ranging from $500 to $10,000, billed quarterly. Portfolio management fees are based on a percentage of assets under management, not to exceed 1.75%, billed quarterly in arrears.
Areas of Practice
Advisor Information
Office location
1327 South 800 East, Orem, UT, 84097
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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Nathaniel is an adjunct instructor at Utah Valley University, teaching securities topics, dedicating about 10-20% of his time. He also works full-time as a registered assistant at Keeler Thomas Management LLC, where he supports financial advisors and conducts investment analysis.