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 $1.0M | 2.00% |
| $1M+ | 2.00% |
Retail Asset Management: Amounts over $1,000,000 are negotiable.
Fee Estimator
Accuvest charges an annual fee based on assets under management. For retail asset management, the first $1,000,000 is billed at 2.00%, and amounts over $1,000,000 are negotiable. For institutional asset management, the first $1,000,000 is billed at 1.50%, the next $1,000,000 to $2,500,000 is billed at 1.25%, the next $2,500,000 to $5,000,000 is billed at 1.00%, and amounts over $5,000,000 are negotiable. Consulting fees are charged on a one-time or annual retainer basis, and research fees are charged on an annual flat fee basis. A minimum fee of $25,000 per engagement is generally charged for financial consulting services.
Areas of Practice
Advisor Information
Office location
3575 N. 100 E., Suite 350, Provo, UT, 84604
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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Jens is an analyst for MIG Inc., which provides software, back office, and accounting support to companies. He is expected to spend minimal time in this role.