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 | 1.50% |
| $1.0M - $25.0M | 1.00% |
| $25M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Fees for financial planning are a negotiable fixed fee, not to exceed $20,000. Individually managed accounts have negotiable fees ranging from 0.0% to 1.5% annually, based on account size and complexity. 401(k) plan management fees range from 1.00% to 0.50%, with higher amounts being negotiable. Family office investment consulting fees range from $5,000 to $50,000 on a fixed fee basis and from $250 to $500 on an hourly rate basis. Where consulting services are ongoing, the annual fee will not exceed 1.50%.
Areas of Practice
Advisor Information
Office location
680 S. Cache St., Jackson, WY, 83001
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
Loren owns Halo Audio, LLC since 2013, which is not investment related. Loren spends about 10-20% of their time during securities trading hours and about a quarter of their time overall managing operations, client relations, and projects.