Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPA charges an annual fee for investment advisory services, which may include an LPA advisory fee and a TPAM/sub-advisor fee. The total asset management fee will not exceed 2.9%. Management fees are negotiable. Financial planning services are charged at $330.36 per hour (3-hour minimum) or a negotiated fixed fee. LPA may charge an annual $50 fee per account for platform and admin costs.
Areas of Practice
Advisor Information
Office location
11650 South State Street, Suite 200, Draper, UT, 84020-7150
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
Jim owns 4Ten Enterprises LLC, a financial/investment counsel business, since 2017. He also works in sales for Maverick Trading, a trading education program, dedicating a few hours per week.