Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
45 clients
Average Client Portfolio
$20.8M average
Assets Under Management
$937.7M

Fee Structure

Minimum Investment:None
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1M+2.00%

Retail Asset Management: Amounts over $1,000,000 are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$25,000

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
Investment Management
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Advisor Information

Office location

3575 N. 100 E., Suite 350, Provo, UT, 84604

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Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Accuvest Global Advisors, INC.
December 2024 - Present · 1 yr 1 mo
Previous Registrations
Wells Fargo Advisors
January 2024 - December 2024 · 11 mos
Wells Fargo Clearing Services, LLC Broker
December 2023 - December 2024 · 1 yr
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
Max Russo - Financial Advisor | AdvisorDiscover